Are you ready to take tax planning with clients
AND prospects to another level using Holistiplan?
UNLOCKING THE FULL POTENTIAL 
OF HOLISTIPLAN
Nobody buys a Ferrari to just drive around in first gear. Great advisors are always looking for ways to maximize the tools they use and what better way to learn than from the advisor focused CPA (and a Holistiplan Super User) Steven Jarvis, CPA. Whether you are still considering adding Holistiplan to your arsenal, are new to the software or are a committed user, this session will give you actionable ways to
UP YOUR GAME.

*FREE for RTS Essentials and Premiere Members (auto-registration)
DATE/TIME
August 24th, 2022
09:00 AM PST
Steven Jarvis, CPA
Retirement Tax Services Co-Founder
The Retirement Tax Podcast
Matthew Jarvis, CFP®
The Perfect RIA Co-Founder
Delivering Massive Value Author

TAX PLANNING USED TO FEEL OUT OF REACH FOR SO MANY ADVISORS, DAUNTED BY THE LENGTH OF TAX RETURNS OR THE TIME COMMITMENT TO DELIVERING THIS INCREDIBLE VALUE TO EVERY CLIENT…

HOLISTIPLAN ADDS ROCKET FUEL TO YOUR TAX PLANNING
AND WE’RE GOING TO HELP YOU STEER

Tax planning used to require an Advisor to be familiar with every page of the 1040, wading through endless IRS forms trying to find the nuggets that are relevant and valuable to a client.

With Holistiplan, Advisors get to skip right to sharing their experience and making recommendations to clients (or giving them great information to take to their tax professional).

Instead of 90 pages of tax forms, Advisors can now almost instantly summarize that data to 2-3 pages of key information and observations to make tax planning effective and efficient.

Which is why Steven and the whole team at Retirement Tax Services have become Holistiplan Super Users!

This power session is an opportunity to see how Steven and the team use Holistiplan reports in practice. Running a Holistiplan report for every client almost instantly became mandatory and has been an incredible tool for the team.
Learn how Holistiplan can help you expedite data gathering and provide guided knowledge for specific clients and then Steven and co-host Matthew Jarvis, CFP® (RTS Premiere Member and Holistiplan user) will share how they use Holistiplan to layer on their expertise and wisdom.

If you are committed to tax planning, there is no excuse for missing this event!

*FREE for RTS Essentials and Premiere Members (auto-registration)

REAL WORLD EXAMPLES OF TAX PLANNING USING HOLISTIPLAN (we don't do anything hypothetical)

Proven strategies for getting tax returns from your clients and prospects
(you have to start with 
the data)
RTS Newsletter on
Roth Conversions
(you still need to know a thing or two about tax strategies)
A chance to get answers
from the experts
(even if we run out of time on the session our team will get you the answers)

…AND MUCH MORE!
Join the Webinar Before It's Too Late

WHY PAY FOR A “TUTORIAL” FROM A COUPLE 
OF JARVIS? HOLISTIPLAN TAUGHT ME 
HOW TO USE THE SOFTWARE.

This is NOT a tutorial, this is a high octane course on maximizing value. This session is a PARTNERSHIP between RTS and Holistiplan to give Holistiplan users what they are asking for: More.

Holistiplan has created an amazing tax tool and is going to keep the software features coming. They have a top-notch team led by Financial Advisors who have done this in practice, with clients
(no wonder we like them so much!).

We have lost count of the number of Advisors who have told us how much they love Holistiplan, but would love to hear how other people are using the tool to the fullest. The team at Holistiplan hears the same refrain so we are collaborating together to show the true potential of using Holistiplan with clients, prospects and centers of influence (yes! All three).

Are you ready to learn how to get an exponential return of your investment in Holistiplan and learning how to unlock it's full potential?

*FREE for RTS Essentials and Premiere Members (auto-registration)

WHAT OTHERS ARE SAYING ABOUT RTS

"The content Steven puts out is so refreshing from the vast majority of what I hear from CPAs…the perspective of how tax planning fits into the clients plan is so critical and I love what Steven and RTS are doing for Advisors"
Natalie Taylor, CFP®, BFA™
Natalie Taylor Consulting Services, LLC
"Steven has such great actionable insights that you and your clients can’t afford not to benefit from. "
Erik Baskin
"I am a huge fan of RTS and the work Steven Jarvis does - the Retirement Tax Services podcast is a staple within my "must listens"."
Cole Christian, CPA, CFP
PWM / Private Wealth Management LLC

WHO IS THIS TAX POWER SESSION FOR?

Financial Advisors who...
  • Use Holistiplan and want to make sure they are unlocking the full potential of this incredible tool
  • Have thought about using Holistiplan but are not sure how to fit it into their current processes
  • Have never heard of Holistiplan (let’s be honest, almost everyone has) but want to Deliver Massive Value to their clients through tax planning and are looking for tools to level up that experience
  • ​Want to get tax planning out of first gear and go full throttle on helping their clients STOP overpaying the IRS
But more than anything, this power session is for advisors who are committed to IMPLEMENTING what they learn!
If you have a hunger to be the best advisor possible for your clients (and the best choice for your prospects) AND you prefer to learn from people who are actually doing it AND you want to dramatically increase the value you deliver to clients 
(which will also increase your income)... this power session is for you!
*FREE for RTS Essentials and Premiere Members (auto-registration)

LEARN FROM THE BEST, IN-THE-TRENCHES, ‘WE ACTUALLY DO THIS EVERYDAY’ TAX ADVISORS IN THE COUNTRY

STEVEN JARVIS, CPA
Retirement Tax Services Founder
The Retirement Tax Podcast
We could bore you with Steven’s credentials, like his 12 years as a CPA, the thousands of advisors he has taught about tax planning, the hundreds of tax returns he has reviewed using Holistiplan. You may have seen him in a standing-room only presentation at NAPFA, XYPN, AssetMark and many more.
Matthew Jarvis, CFP®
Jarvis Financial
The Perfect RIA Podcast
Matthew has been leading the charge of Advisors committed to tax planning for literally decades. He has in the trenches experience with reviewing tax returns that would make most CPAs jealous. Even with all of that Matthew was blown away by what a powerful tool Holistiplan is in the tax planning process.
OUR GUARANTEE
Like you, we are committed to delivering massive value to our clients. If you attend this power session and don’t leave with 10x the value of what you paid to attend, we will gladly refund your investment.
Copyright @ Retirement Tax Services - All Rights Reserved