How incorporating tax considerations into financial plans can make a significant impact on your clients´ wealth over time.
| | Sponsor Content from Avantax | |
| Sponsor Content from Avantax |
| Web Seminar | | | | | | The $600 Billion Opportunity | | Don't Let Clients Leave $600 Billion on the Table | | Wednesday, Mar 6, 2024 at
02:00 pm ET / 11:00 am PT | | 60 minutes |
| Wednesday, Mar 6, 2024 at
02:00 pm ET / 11:00 am PT | | 60 minutes |
| |
| Hello Reader, Looking for a way to distinguish yourself from the competition? You can help clients earn their share of an estimated $600 billion in tax alpha currently left on the table by investors.1 Learn The Fundamentals of Tax-Intelligent Investing
Where To Allocate Investments What Products To Invest In How To Manage Investments in a Tax-efficient Way When and How To Realize Retirement Income Join Avantax in an interactive session with Kyle Johnson RICP®, Owner & Senior Wealth Advisor, Link Wealth Strategies, Patrick Di Fazio AIF® CFS® CES™ CIS™ BFA, Director of Advanced Case Solutions and Financial Planning, and Andy Watts, Vice President of Planning and Growth Solutions and earn 1 hour of CFP CE credit as they discuss how incorporating tax considerations into financial plans can make a significant impact on your clients´ wealth over time. 1 "What is Tax Alpha? Why Should You Care?" – Natixis Investment Managers |
| | Andy Watts | Vice President of Planning and Growth Solutions
Avantax | | (Speaker) |
| | | Patrick Di Fazio | Director, Advanced Case Solutions and Financial Planning
Avantax | | (Speaker) |
| | | Kyle Johnson RICP® | Owner & Senior Wealth Advisor
Link Wealth Strategies | | (Speaker) |
|
| | | Cat Auer | Managing Editor
Financial Planning | | (Moderator) |
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| | Andy Watts | Vice President of Planning and Growth Solutions
Avantax | | (Speaker) |
| | | Patrick Di Fazio | Director, Advanced Case Solutions and Financial Planning
Avantax | | (Speaker) |
| | | Kyle Johnson RICP® | Owner & Senior Wealth Advisor
Link Wealth Strategies | | (Speaker) |
| | | Cat Auer | Managing Editor
Financial Planning | | (Moderator) |
|
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| | CFP CE credit is being offered for this webinar.** | | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |
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| | CFP CE credit is being offered for this webinar.** | | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |
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| Arizent is pleased to be able to offer CFP CE credit for this web session. It is imperative that you adhere to the following instructions to obtain credit. To receive the credit, you must be in attendance for the complete session. Arizent is not responsible for late arrivals or connections issues. At the end of the seminar you must input your CFP numbers to receive credit. Credit will be reflected on your respective accounts within a month from the webinar. |
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