Register for Our Upcoming Masterclass Programs
Join renowned tax expert Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a comprehensive Tax Planning Masterclass packed with cutting-edge strategies to help advisors and clients maximize savings and minimize liabilities. This exclusive session delivers actionable insights on current tax laws, wealth transfer techniques, and proactive planning opportunities you won’t want to miss.
Details:
- Duration: Four sessions, each including a 1.5-hour presentation followed by a 30-minute live Q&A.
- Dates: June 18, 25, July 2 and 9.
- Format: Interactive PowerPoint presentations.
- Exclusive Bonus:
Continuing Education Credits:
Each session will be approved for CE credits for the CFP designation, as well as for those requiring IAR and CPE credits, ensuring advisors stay compliant while enhancing their expertise.
Join us for this in-depth series to elevate your tax planning knowledge!
Session 1 of Tax Planning Masterclass: Tax Bracket Management Wed, Jun 18, 2025 | 12:00 PM - 02:30 PM | View Agenda |
Session 2 of Tax Planning Masterclass: Foundational to Advanced Strategies for Individual Clients Wed, Jun 25, 2025 | 12:00 PM - 02:30 PM | View Agenda |
Session 3 of Tax Planning Masterclass: Strategies for Business Clients Wed, Jul 02, 2025 | 12:00 PM - 02:30 PM | View Agenda |
Session 4 of Tax Planning Masterclass: Roth Conversions, Executive Compensation, Trusts and Taxation Wed, Jul 09, 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
