YCharts University: From Summer Slowdown to Fall Ramp-Up

From Summer Slowdown to Fall Ramp-Up

As summer winds down, YCharts is here to help advisors shift into high gear for fall planning. In this YCharts University, we’ll walk through practical workflows to support timely client conversations and set your team up for a strong Q4. You’ll learn how to:

✅ Guide education savings conversations using Scenario Builder and Fund Screeners, helping you model future costs and uncover suitable investment options.
✅ Prep for final estimated tax payments using Transition Tax Analysis, allowing you to model capital gains implications and recommend smarter reallocation strategies.
✅ Re-engage clients using Proposals and Report Builder, providing timely, personalized touchpoints that bring clients back to the table for year-end planning.

Featured Tools: Scenario Builder, Fund Screeners, Transition Tax Analysis, Proposals, Report Builder

Learn more about YCharts and sign up for future YCharts University workshops!