The goal of every advisor is to help their clients thrive, but every client has unique needs and challenges. Different clients have different needs during tax season, which can make scaling tax solutions challenging.

Join the professionals at Envestnet and VettaFi on April 18th for a discussion of how to make “the Intelligent Financial Life” a reality for your clients.

The topics covered will include:

• On overview of a tax overlay service that can help your clients manage tax exposure. 
• What you need to know about looming changes to the tax landscape.
• How to scale personalized solutions for a wide range of individual clients with unique needs and demands. 

 

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