Event Details

When: On Demand | Access Below

Who: WealthPlan Group and Ben Birken, CFP®

Event Description

As we enter the final months of the year, what conversations should financial advisors be initiating with their clients around tax planning? We are joined by Ben Birken, VP of Subscriber Success at Holistiplan, to discuss the key tax planning questions that advisors should address with their clients. From this event, you’ll have a clear list of action items to help you proactively add value to your clients’ planning.

About Ben Birken, CFP®

Ben Birken, CFP®, is Holistiplan’s Vice President of Subscriber Success and Engagement. He was an early Holistiplan adopter and champion at his advisory firm, before joining the company to help users maximize the substantial value that Holistiplan can bring to their practices. He manages Holistiplan’s Support team, conducts user trainings, and contributes to product enhancement and development.

In addition to his work at Holistiplan, Ben is the owner and founder of Pisces Financial Advisors in Chapel Hill, NC, where he continues to work with clients. This allows him to both see Holistiplan through the eyes of a user, as well as bring a deep understanding of advisors’ unique needs and expectations to the Support team.

Can’t make the live discussion? A recording and supporting materials will be sent to all registrants.