The Her Money Blueprint: Tax Planning Conversations That Deepen Client Relationships

Women’s financial lives are often shaped by pivotal moments, from career changes and caregiving to divorce, widowhood, homeownership and business ownership. Each can bring important tax considerations and create an opportunity for advisors to deliver greater value. Join Equita Financial Network and Kate May Laws of Holistiplan for a practical, educational webinar designed to help independent financial advisors navigate some of the key tax planning issues affecting women throughout different stages of their lives. Kate will explore how advisors can identify planning opportunities and guide more meaningful tax conversations around topics including career and pay gaps, divorce, caregiving, widowhood, homeownership, business ownership and Roth strategies by life stage. Attendees will also learn a simple Hear, Educate, Recommend framework that can help turn complex tax topics into productive client conversations—along with a practical 90-day action plan they can begin implementing in their own firms. Following the presentation, Katie Burke, CFP®, co-founder of Equita Financial Network, will moderate an interactive Q&A with Kate, giving attendees the opportunity to ask questions and explore how these strategies can be applied with their own clients. Attendees will learn how to: Recognize tax planning opportunities connected to key financial and life transitions for women Initiate more meaningful and proactive tax conversations with clients Incorporate tax planning into a broader, holistic advice experience Use the Hear, Educate, Recommend framework to help move conversations toward action Identify practical steps they can implement over the next 90 days