President Biden’s proposed tax policy is no longer a matter of if, but of when. Do you know how his tax policy will impact your clients? Are you prepared to provide the right planning recommendations based on the potential changes?
Join RightCapital and Wealthbox for a special presentation, Uncharted Territory: Biden’s Proposed Tax Policy, to gain a better understanding of his tax proposal and how to leverage it successfully within your financial planning practice.
During this presentation, we will:
• Provide an Overview of Biden’s Tax Proposal
• Highlight Major Changes and the Potential Impact of Each
• Explore Planning Opportunities
• Share Strategies to Engage Prospects Around Taxes
Plus, those that attend the webinar will receive 1 CFP CE credit.
RightCapital leverages technology to make wealth planning easier and more powerful for financial professionals and their clients. The results: greater efficiency, stronger client relationships, and significant business growth.
Interactive, easy-to-use technology means less time creating financial plans and more time spent with clients. Clear, engaging visualization tools drive home the impact (and value) of the financial professional’s retirement, insurance, and tax-planning recommendations. And a modular-based platform provides the ultimate in flexibility.
RightCapital is the fastest-growing financial planning software company in the country. Its rapid innovations, class-leading features, and unbeatable value have revolutionized the financial planning experience and delivered the solutions that today’s financial professionals demand.