(WEBINAR) Provide better tax planning advice & improve your clients’ tax efficiency (March 18, 2025)

As a core component of financial planning, tax planning should not be a reactive service. Advisors who help their clients plan ahead provide massive value to those clients and gain a competitive edge over other firms.

During the 60-minute session, we created a series of projections to demonstrate:

• How changes to withdrawal amounts and timing in retirement can impact marginal tax rates and OAS claw back.
• The benefits of pension income splitting.
• How cash and in-kind Charitable Donations will impact your client's taxes and cash flow.

Please note that this session was originally created and delivered to prospects interested in learning more about Snap Projections. The demonstration in Snap begins at 7 minutes.

CE credits were only available to people who attended the webinar live.