Retirement Tax Services Podcast cover image

Tax Planning Summit Takeaways (and sneak peak for 2024) with Matthew Jarvis

Retirement Tax Services Podcast

CHAPTER

Reflections on the Conference and Plans for Next Year

The speakers share their experience at a recent conference and discuss their plans for next year's conference, including doubling their effectiveness, profitability, and value to clients. They also consider feedback about the need for more frequent breaks during the event.

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