New Call Announcement – November

Operations Town Hall – Tuesday 10/28 @ 11am 

Please join us for the October Operations Town Hall focusing on Fee Based 401k’s. This call will include a review of current operational workflows, along with discussions around the RPCA, Adoption Agreement, and Plan Document requirements. We will also address the importance of ensuring that the carrier or custodian is sending the GVA ACH payment accurately and on time. Additionally, we’ll provide an overview of the new page on Salesforce, highlighting key features and how it supports our ongoing efforts to streamline operations.  

ALPINE – Thursday 10/30 @ 11am 

Please join us for our October ALPINE call featuring Torie Happe, Head of Partnerships,  Holistiplan.  GVA is thrilled to partner with Holistiplan, financial planning software designed to help advisors automate tax planning by quickly analyzing clients’ tax returns. This call will demonstrate how Holistiplan generates detailed, white-labeled tax reports and identifies personalized planning opportunities in minutes. By streamlining complex tax analysis, Holistiplan enables advisors to provide deeper, more proactive financial advice with greater efficiency. Torie Happe head of partnerships