A tremendous opportunity for tax professionals.
| | Sponsor Content from Avantax | |
| Sponsor Content from Avantax |
| Hello Voornaam, Periods of market volatility offer a tremendous opportunity for tax professionals looking to expand their practices as clients look to their most-trusted advisor for guidance and advice in uncertain times. The strong relationship that develops from offering valuable tax advice is a perfect foundation for launching a wealth management practice, combining trust with an unparalleled knowledge of your client's financial situation to better serve them. Join us on June 29 at 2 p.m. ET / 11 a.m. PT to discover the benefits of adding wealth management services to your practice:
Address client fears in uncertain times. Build stronger relationships with your clients. Generate additional, sustainable income for your practice. |
| | Joe Clagg, CRPS® | Director
Avantax Planning Partners Recruiting | | (Speaker) |
| | | Louie Rosalez | Senior Vice President
Avantax Planning Partners | | (Speaker) |
| | | Dan Hood | Editor-in-Chief
Accounting Today | | (Moderator) |
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| | Joe Clagg, CRPS® | Director
Avantax Planning Partners Recruiting | | (Speaker) |
| | | Louie Rosalez | Senior Vice President
Avantax Planning Partners | | (Speaker) |
| | | Dan Hood | Editor-in-Chief
Accounting Today | | (Moderator) |
|
|
Avantax Wealth Management® is the holding company for the group of companies providing financial services under the Avantax® name. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠and Avantax Planning Partners℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠, Avantax Insurance Services℠, and Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019 972-870-6000 |
| | NASBA CPE Credit is being offered for this webinar.** | | SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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| | NASBA CPE Credit is being offered for this webinar.** | | SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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| ** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This web seminar is not approved for IRS CPE Credit. |
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