You are reading: January 22 Webinar – Capitaliz Platform Demo: Preparing for Innovative Planning Solutions in 2025

Title: Capitaliz Platform Demo: Preparing for Innovative Planning Solutions in 2025 

Date: Wednesday, January 22, 2025 

Host: Jared Johnson, Capitaliz President  

Description:   

Check out the recording of a webinar 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 provides:  

  • 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.  

WATCH THE RECORDING BELOW:

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