Prepare to redefine your business and leave a lasting impact on your clients.
| | Sponsor Content from Avantax | |
| Sponsor Content from Avantax |
| Web Seminar | | | | | | Unleashing the power of tax-intelligent investing | | Transform your practice with Comprehensive Advisory Services | | Tuesday, Oct 24, 2023 at
02:00 pm ET / 11:00 am PT | | 60 minutes |
| Tuesday, Oct 24, 2023 at
02:00 pm ET / 11:00 am PT | | 60 minutes |
| |
| Hello Reader, In this insightful session, immerse yourself into the world of tax-intelligent planning and discover its potential to enhance client outcomes and propel your practice to new heights. Our expert speakers will showcase how tax-intelligent investing encompasses financial strategy that goes beyond the foundational tax-smart approaches and ensures clients retain a greater portion of their hard-earned income. Session Learning Objectives:
Understand the value of the tax-intelligent approach and how it sets you apart in the market. Explore ways to grow your practice with your existing clients by offering comprehensive financial planning services. Learn practical techniques to leverage business development opportunities and expand your service offerings. Gain insights into effective client communication and engagement strategies to build trust and foster long-term relationships. Don't miss the opportunity to unlock the power of tax-intelligent financial planning – reserve your spot today! Prepare to redefine your business and leave a lasting impact on your clients. |
| | Deanna Pickering, CPA®, PFS | Financial Advisor
PMCH Wealth Advisors | | (Speaker) |
| | | Elvis Medica, CMFC, MBA | Director, Business Development
Avantax | | (Speaker) |
| | | Dan Hood | Editor-in-Chief
Accounting Today | | (Moderator) |
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| |
| | Deanna Pickering, CPA®, PFS | Financial Advisor
PMCH Wealth Advisors | | (Speaker) |
| | | Elvis Medica, CMFC, MBA | Director, Business Development
Avantax | | (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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