C2C Virtual Roundtable™: Advanced Tax Strategies & Business Growth Blind Spots for 2025
Mon, Sep 29
|Online
An exclusive high-level activation for tax & finance professionals to uncover advanced planning strategies and hidden blind spots that impact client outcomes and business growth.
Time & Location
Sep 29, 2025, 2:00 PM – 3:00 PM
Online
Guests
About the event
As a trusted tax or finance professional, your clients rely on you for guidance through their most critical financial decisions. But even seasoned experts face blind spots that can harm client outcomes and limit business growth.
Join us for this exclusive C2C Virtual Roundtable™: a high-level session designed to help you strengthen your practice, elevate your client service, and unlock new revenue opportunities.
🎤 Featured Guest Speaker
Curtis Clark
Managing Partner, The Pension and Retirement Group LLC
Managing Director, Redwood Tax Specialists