CFP CE credit is being offered for this webinar.**
| | 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, Apr 26, 2023 at
02:00 pm ET / 11:00 am PT | | 60 minutes |
| Wednesday, Apr 26, 2023 at
02:00 pm ET / 11:00 am PT | | 60 minutes |
| |
| Hello Voornaam, In today's competitive marketplace, more and more firms are realigning their wealth management strategies to focus on after-tax funds. Your organization can help clients earn their share of an estimated $600 billion in tax alpha that is currently being left on the table by investors. Attend this webinar to earn 1 hour of CPE credit and learn more about how to:
Rework your tax strategies to better serve your clients Allocate and manage investments in a tax-friendly way Remain competitive in the wealth management industry |
| | Andy Watts | Vice President of Planning and Growth Solutions
Avantax | | (Speaker) |
| | | Patrick Di Fazio | Director, Advanced Case Solutions and Financial Planning
Avantax | | (Speaker) |
| | | Lynnley Browning | Managing Editor
Financial Planning | | (Moderator) |
|
| |
| | Andy Watts | Vice President of Planning and Growth Solutions
Avantax | | (Speaker) |
| | | Patrick Di Fazio | Director, Advanced Case Solutions and Financial Planning
Avantax | | (Speaker) |
| | | Lynnley Browning | Managing Editor
Financial Planning | | (Moderator) |
|
|
| | 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. |
|
| | 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. |
|
| 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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