Discover how to turn challenges into opportunities.
| | Sponsor Content from Avantax | |
| Sponsor Content from Avantax |
| Hello Voornaam, As the current market volatility continues to cause concern about what your next move should be, you may be neglecting the potential that exists in your own practice for business growth. In this interactive webinar with Jennifer Milligan, CFP® and 22-year veteran of tax and wealth management planning, and Todd Mackay, president of Avantax, learn how to: Find insightful opportunities within your practice in uncertain times Overcome external and internal challenges at your firm Take advantage of opportunities in a volatile marketplace Identify data-driven strategies to drive profitable growth |
| | Jennifer Strojny Milligan | Financial Planner, Enrolled Agent, Tax Advisor
Strojny Financial Services | | (Speaker) |
| | | Todd Mackay | President
Avantax | | (Speaker) |
| | | David Adler | Wealth Management & Behavioral Finance Expert
| | (Moderator) |
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| | Jennifer Strojny Milligan | Financial Planner, Enrolled Agent, Tax Advisor
Strojny Financial Services | | (Speaker) |
| | | Todd Mackay | President
Avantax | | (Speaker) |
| | | David Adler | Wealth Management & Behavioral Finance Expert
| | (Moderator) |
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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 |
| | 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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