As the calendar year winds down, so does one of the most valuable tax-planning windows advisors can leverage from their clients. "Last-Call Roth Conversions: Don't Leave Money on the Table in 2025," brings together a panel of industry experts to help advisors navigate the nuances of year-end conversion strategies with clarity and confidence.

Our panel will explore:

• When a Roth conversion makes sense - and when it doesn't
• Bracket management and multi-year tax planning to reduce lifetime tax liability
• Opportunities created by market volatility, portfolio positioning, and RMD planning
• Best practices for implementing partial conversions and documenting recommendations
• Communication strategies to help clients understand trade-offs and take timely action

 You'll leave with practical frameworks, conversation-ready examples, and timely insights to integrate into your Q4 planning process - helping you uncover opportunities, strengthen client relationships, and deliver measurable value before December 31.

Q&A session to follow. Secure your spot and equip yourself with strategies your clients need now!

Register Now

Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault members and partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.

The replay will be available to Blue Vault members and partners only. Learn about Blue Vault membership.