GVA ALPINE – October

Please join us for our October ALPINE call featuring Torie Happe, Head of Partnerships,  Holistiplan.  GVA is thrilled to partner with Holistiplan, financial planning software designed to help advisors automate tax planning by quickly analyzing clients’ tax returns. This call will demonstrate how Holistiplan generates detailed, white-labeled tax reports and identifies personalized planning opportunities in minutes. By streamlining complex tax analysis, Holistiplan enables advisors to provide deeper, more proactive financial advice with greater efficiency.