Title: Capitaliz Platform Demo: Preparing for Innovative Planning Solutions in 2025
Date: Wednesday, January 22, 2025
Host: Jared Johnson, Capitaliz President
Description:
Join us on Wednesday, January 22 at 2:00pm ET with Capitaliz President, Jared Johnson, for a firsthand look at the dynamic features of the Capitaliz software.
Tailored for advisors in any role in the exit planning process, this session will provide:
- Live Demonstration: Experience innovative tools like the Value Gap Assessment and Dynamic Revaluation that will enhance strategic planning engagements this year.
- Advisor Benefits: Identify the advantages the Capitaliz platform offers to your advisory practice and to your specific role in the process.
- Streamlined Workflows: Discover how to simplify your processes and improve client relationships.
- Empowerment & Connection: Learn how to unlock your potential through practical insights, collaboration, and conversation.
Don’t miss your chance to gain the perspective and innovation your practice, and your clients, deserve in 2025.
