Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP® (Ep. 25)
Every advisor wants to find better tax planning solutions for their clients. Are you one of them? In this episode, Kevin Lozer, co-founder of Holistiplan, joins Jack Martin to share everything you need to know about Holistiplan. Kevin reveals how this tool allows advisors and…
What You Don’t Know About the SECURE Act Could Impact Your Clients — With Jamie Hopkins (Ep. 3)
The SECURE Act is a lot more complicated than most advisors realize. Jamie Hopkins uncovers aspects of the SECURE Act that advisors might be overlooking.