Holistiplan’s Quarterly Keynote is an educational event series designed to help financial advisors and tax professionals stay current on the strategies, tools, and planning conversations shaping the future of tax planning.

Each session brings together Holistiplan leadership and respected voices across the industry to share practical insights, planning frameworks, and tactical guidance advisors can apply directly in client conversations and year-end planning.

This session with Holistiplan Co-Founder & CEO Roger Pine, CFA, CFP^®, and VP of Customer Success & Engagement Ben Birken, CFP^®, focuses on how advisors can move Roth conversion analysis from theory into implementation using Holistiplan’s advanced planning tools. The discussion centers on building more precise, tax-efficient conversion strategies while improving advisor confidence during critical year-end decision windows.

Key Takeaways:

• How to identify and evaluate Roth conversion opportunities using Scenario Analysis
• Ways to model multiple conversion outcomes with greater accuracy and speed
• How Range Calc supports more precise bracket management decisions
• Best practices for timing and executing year-end Roth conversion strategies
• Practical workflows for turning tax analysis into actionable client recommendations