Events

A place for tech-forward independent advisors to connect, learn, and collaborate on making financial advice better.

Upcoming webinars

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    Webinars

    Hazel AI Tax Planning

    Hazel AI Tax Planning Turn tax documents into high-impact plans Tuesday, Feb 24th10-11AM PT / 1-2 PM ET Join us for a live demo of Hazel AI Tax Planning. See how Hazel turns raw tax returns and related documents into clear, actionable opportunities that make client conversations faster and more productive. Watch a hands-on walkthrough…

    February 24

    Hazel AI Tax Planning

Webinar replays

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