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“YCharts webinar promotional graphic with the title ‘Jumpstart 2026 with Faster Rebalancing & Smarter Client Conversations.’ The left side features the YCharts webinar icon and text, while the right side displays a blue YCharts University badge with chart and data icons in the background.

Jumpstart 2026 with Faster Rebalancing

Join us to discuss:

 

January sets the tone for the entire year, and the advisors who start strong win client confidence early. From rebalancing portfolios after a volatile 2025 to preparing for tax season and refreshing client goals, this month is packed with high-impact planning opportunities. In this workshop, you’ll learn how to

  • Rebalance faster and clearer with Model Portfolios and Comp Tables that show instant, client-ready before/after changes.
  • Spot tax issues early using CapGainsValet to surface distributions and create proactive planning moments.
  • Turn market outlooks into action with Proposal-ready visuals that set expectations and build client confidence.
  • Save hours on January prep using streamlined dashboards and workflows built for planning-heavy conversations.

 

Featured Tools: Model Portfolios, Comp Tables, Capital Gains Valet, Proposals

 

Tuesday, January 13, 2026
12:30PM ET/11:30AM CT
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