YCharts University

Join a YCharts University Workshop

YCharts University is a bi-weekly workshop series with monthly topics to help wealth management professionals master the YCharts platform & maximize the value it provides. Led by our Product experts, each YCU session provides an opportunity to explore powerful features, new enhancements, and time-saving workflows to get the most from your subscription!

Why Attend?
✅ Insider access to new features & best practices
✅ Live Q&A for expert guidance tailored to your needs
✅ Exclusive perks like custom meeting collateral for attendees

Watch Previously Recorded YCharts University Workshops

September: 3 Year-End Tax Moves to Prioritize This Fall

Year-end tax planning isn’t a December task; it starts now. In this YCharts University, we’ll show how to use YCharts to surface tax-saving opportunities, guide smarter conversations, and get ahead of the planning crunch. You’ll learn how to:

✅ Spot capital gains harvesting and charitable giving opportunities using Cap Gains Valet and Transition Tax Analysis
✅ Identify strong Roth conversion candidates and model the impact with Holdings Analysis
✅ Encourage last-minute retirement contributions using Custom Dashboards, shared across your team so everyone stays in sync and can act before year-end

Stay up to date on upcoming YCharts University Workshops