|  | Sponsor Content from Avantax |  |
| Sponsor Content from Avantax |
| Hello Voornaam, Are you concerned about how this period of market volatility is impacting you, your team and your clients? Learn the secrets to finding opportunities within your practice during this time of uncertainty. Join an interactive session with Jennifer Milligan, CFP® and 22-year veteran of tax and wealth management planning, as she discusses how to find insightful opportunities for your firm during times of uncertainty. Jennifer provides an in-depth look at how identifying what is within your control—and what is not—allows you to overcome internal and external challenges in your business. Learn how data drives the plan for profitable possibilities, and with that insight, how you can set aside unproductive worry and take advantage of opportunities presented before you. Both Jennifer and Todd Mackay, president of Avantax, will answer questions during Q+A, and one CPE credit will be granted to each attendee. Learning Objectives:
- Recognize how to turn business challenges into insightful opportunities; and
- Identify data-driven strategies for profitable possibilities.
|
 | | Jennifer Strojny Milligan | Financial Planner, Enrolled Agent, Tax Advisor
Strojny & Strojny | | (Speaker) |
|  | | Todd Mackay | President
Avantax | | (Speaker) |
|  | | David Adler | Wealth Management & Behavioral Finance Expert
| | (Moderator) |
|
| |
| | Jennifer Strojny Milligan | Financial Planner, Enrolled Agent, Tax Advisor
Strojny & Strojny | | (Speaker) |
| | | Todd Mackay | President
Avantax | | (Speaker) |
| | | David Adler | Wealth Management & Behavioral Finance Expert
| | (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 ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM and Avantax Planning PartnersSM. Insurance services offered through licensed agents of Avantax Insurance AgencySM, Avantax Insurance ServicesSM, and Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019 972-870-6000 |
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