Holistiplan Overview for Texas A&M's Financial Planning Capstone Students

A HUGE thank you to Dr. Nathan Harness and the Texas A&M Financial Planning program for hosting Holistiplan's Ben Birken and for allowing us to repost this video on our feed.
Texas A&M incorporated Holistplan into its curriculum for the Spring 2021 capstone course. Here Ben outlines for the students why tax planning is so important and how Holistiplan can get them ramped up as expert tax planners quickly.