Events

Sunrise/Sunset: Estate Planning in Advance of the 2025 Sunset of the Tax Cuts and Jobs Act (TCJA)

Webinar
December 13, 2023

How AI-Based Planning Can Diversify Your Firm’s Offerings

Webinar
November 29, 2023

How to Leverage the FP Alpha & Nitrogen Integration to Grow and Scale Your Business and Improve Your Financial Planning Capabilities

Webinar
November 13, 2023

Leveraging AI as a Force Multiplier: How AI Creates More Opportunities

Webinar
September 21, 2023

Critical Year-End Tax Planning Ideas with Robert S. Keebler

Webinar
September 1, 2023

FP Alpha & BOK

Webinar
August 28, 2023