February is when advisors either get pulled into reactive tax questions, or take the lead.
As 1099s arrive and retirement contribution decisions come into focus, this is your opportunity to guide proactive planning conversations and reinforce long-term strategy early in the year.
In this workshop, you’ll learn how to:
- Pull clean, client-ready portfolio data in seconds using Quick Extract, so you can review accounts as tax documents arrive.
- Model real retirement and tax tradeoffs with Scenario Analysis, helping clients understand how contribution decisions and allocation changes impact their long-term plan.
- Validate and refine portfolios with confidence using the Portfolio Optimizer to ensure allocations still align with client goals before year-long strategies are locked in.
- Answer client questions faster and more clearly with AI Chat, generating instant insights and talking points that turn complex data into confident conversations.
Join our Webinar
Gain perspective and context you can use to help clients navigate the market with confidence.
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