The next big thing for financial planning

February 04, 2026

Estate planning software has grown from 3% market penetration to 39% in financial planning.

Tax planning software grew from 24 to 43%.

The next big thing? Healthcare planning!

Join us for a jam-packed session with a top healthcare planning expert to learn how to stand out from competitors, justify your fees, and continually impress prospective and current clients.

Date: Wednesday, February 25th, 2026

Time: 11 AM CST