Career

Work Smart: Updated Tax Tips for Independent Planners

Note: This is not financial advice. Each person should check with their accountant to determine the best strategy for their specific situation. Filing day is April 18; don’t forget these deductibles As tax time rolls forward, independent planners should plan on the end to some Covid-19 concessions by the IRS and a surprising boost for […]

planning resources

In the Midst of a Pandemic, Planning Resources Are Moving the Industry Forward

career accelerator

Best of 2021: Career Accelerator Webinars

independent planners

3 Ways Independent Planners Can Land Big Clients

CMPs

Why CMPs Matter More Than Ever

content

How to Produce Compelling Content that Drives Engagement

Content is arguably the dominant force behind virtual events. Check out our latest Smart Meetings webinar, “Backstage Pass: Producing Compelling Content That Drives Engagement,” for tips.