Register for Our Upcoming Masterclass Programs
Stay Ahead of Upcoming Tax Changes
With changes to key provisions Tax Cuts and Jobs Act (TCJA) and Tax Reform 2025 on the horizon, your clients are going to be more dependent on informed and timely advice from you. This masterclass is designed to equip you with knowledge and actionable strategies to optimize client outcomes amidst these changes. Join renowned tax expert Bob Keebler, CPA/PFS, MST, AEP (Distinguished), for a high-impact Masterclass that prepares financial professionals for both the opportunities emerging from the Tax Reform 2025 and the foundational strategies that remain critical from the current tax code.
This advanced session is designed to help you:
- Decode the expected changes from Tax Reform 2025 and what they mean to ALL of your clients.
- Master forward-looking strategies to reduce income and estate taxes in the new environment.
- Reinforce timeless planning approaches, such as bracket management, Roth conversions, charitable planning, and trust structuring
- Confidently engage clients with counsel that anticipates tax law changes before they happen.
Details:
- Duration: Four sessions, each including a 2-hour presentation followed by a 30-minute Q&A.
- Dates: July 2nd, 9th, and 22nd. August 4th.
- Format: Live Webinars with CE-Eligible Replays*
- Exclusive Bonus: Tax Planning Checklists
Continuing Education Credits:
Each live session will provide CE credit types: CFP, IAR, American College, CPE, and EA credits. Replays are available to all, *though CE is only available for the following: CFP, American College, and IAR
💸 Satisfaction Guaranteed – or Your Money Back.
No fine print. If you're not satisfied after the first session, we’ll refund your full registration fee.
Session 1 of Tax Planning Masterclass: Tax Bracket Management Wed, Jul 02, 2025 | 12:00 PM - 02:30 PM | View Agenda |
Session 2 of Tax Planning Masterclass: Foundational to Advanced Strategies for Individual Clients Wed, Jul 09, 2025 | 12:00 PM - 02:30 PM | View Agenda |
Session 3 of Tax Planning Masterclass: Strategies for Business Clients Tue, Jul 22, 2025 | 12:00 PM - 02:30 PM | View Agenda |
Session 4 of Tax Planning Masterclass: Roth Conversions, Executive Compensation, Trusts and Taxation Mon, Aug 04, 2025 | 12:00 PM - 02:30 PM | View Agenda |
Program Pricing
Purchase Your Pass for Our On-Demand Medicare Masterclass
Mastering Medicare: Learn Your A, B, and Ds with CEs
Join two of our highest-rated speakers for a lively and insightful discussion about Medicare. Plus, they'll show you the five biggest things financial advisors need to know about Medicare to help your clients avoid mistakes.
Who Should Participate: Financial professionals with clients nearing Medicare eligibility or currently enrolled in Medicare, advisors looking for tips to optimize Medicare coverage for clients and evaluate Medicare plans.
| Masterclass Session 1: Preparing for Medicare | View Agenda |
| Masterclass Session 2: Getting to know Medicare | View Agenda |
| Masterclass Session 3: Enrolling in Medicare | View Agenda |
| Masterclass Session 4: How to Avoid IRMAA | View Agenda |
| Masterclass Session 5: Living with Medicare | View Agenda |
Why Should You Attend Our Masterclass Programs?
Distinguish yourself from your competition and strengthen your planning knowledge with our new 4-session Masterclass programs!
Taught by leading subject-matter experts across the financial planning sphere, our Masterclass programs are designed to help you gain a comprehensive understanding of today's most relevant topics, strategies, and tools to improve the probabilities of success for both your clients and your business.
Segments & Quizzes
& On-Demand Content
