| | | SPONSOR CONTENT FROM AVANTAX |
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| | | |  | Thursday, March 20, 2025 at
02:00 pm ET / 11:00 am PT |
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 | 60 Minutes |
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| Taxes can erode the net result of your clients' hard work. In fact, Americans missed out on over $600 billion in tax alpha in 2021*. As your clients' financial planner, it is critical for you to look beyond the portfolio performance and monitor the after-tax results too – or tax alpha. Taking a tax-intelligent approach that maximizes your clients' tax alpha and minimizes their tax liability could increase your clients' overall net worth by 1.2%** and help them achieve their lifelong goals faster. Join the A $600 Billion Opportunity: How Tax-Focused Planning Strategies Could Save Your Clients' Wealth webinar and hear from experts in tax-intelligent strategies. Clint and Emily will break down the concepts of tax alpha, tax drag, and provide robust insights on how to leverage tax-intelligent strategies – like asset transfers, asset management, pre-retirement, distribution and wealth transfers, and more – to help you better support your clients and their goals. |
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| |  | | Clint Brookshire, CFP® | | Head of Elite Consulting and Community Development Avantax (Speaker) |
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 | | Emily Millsap, CFP®, CExP™ | | Manager of Financial Planning Avantax
(Speaker) |
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 | | Cat Auer | | Managing Editor Financial Planning
(Moderator) |
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| REGISTER NOW | | Disclaimer: Avantax is a wholly owned subsidiary of Cetera Holdings, which refers to Aretec Group, Inc. 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. |
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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. | | 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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