February 19, 12:00 p.m. CST
Today’s rapidly changing financial landscape demands that wealth advisors navigate the intricate intersection of investment decisions and tax planning, requiring them to deliver more comprehensive solutions. That’s where our Advanced Planning team can help. Their knowledge, experience, and coaching can enhance the depth of planning you can provide.
Join Focus Partners Advisor Solutions Divisional Managers Ben Slater and Sean Brooks as they enjoy a live Q&A session with Chief Planning Officer Jeffrey Levine. During the discussion, the team will explore how leveraging Focus Partners’ Advanced Planning team, and their depth of resources can help you and your firm unlock an ‘Unfair Advantage’ to support your client’s needs.
This session covers:
- A review of client needs and expectations.
- The resources we provide to expand your economies of scale.
- The work that helps bring confidence and personalization to every client planning conversation, even the needs of your most challenging clients.
Your hosts:
- Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA | Chief Planning Officer at Focus Partners
- Sean Brooks, AIF®, CEPA® | Divisional Manager – Central at Focus Partners Advisor Solutions
- Ben Slater, CFS®, CEPA® | Division Manager – West at Focus Partners Advisor Solutions
Register Now |