Post by LPL Financial

Planning doesn’t stop when tax season ends. On the latest episode of #IfYouCould with Matthew Enyedi & Taryn Huget, Tara Thompson Popernik, CFA, CFP®, EVP and Head of Wealth Planning, joins the conversation to discuss how advisors can incorporate tax management and holistic planning into their client relationships – especially when serving higher‑net‑worth households. 🎧 Listen to the full episode: https://bit.ly/3OIiFCR