Accelerate Series | Drive Tax-Smart Planning Conversations: Introducing Asset-Map’s Newest Tool for Tax Efficiency

Most advisors talk with clients about what they own- stocks, bonds, and cash. Far fewer talk about where those assets are held, and how that decision will shape a client's tax bracket at retirement. That gap is a missed opportunity, and it's one of the biggest planning conversations advisors aren't having today.

In this Accelerate Series webinar, we are unveiling a new, native platform enhancement designed to elevate your client meetings beyond what they own to how those assets are taxed.

Join LiaJean McHenry for a first look at Asset-Map's new Asset Location feature, built to help you visualize and optimize the tax efficiency of your clients' portfolios.

Whether your clients are business owners, high earners, or simply approaching retirement with a lopsided tax picture, this session will give you a repeatable framework for turning asset location from an abstract concept into a clear, visual conversation that builds trust and uncovers planning opportunities. Walk away with a practical, ready-to-use approach you can bring into your very next client review.