NASBA CPE Credit is being offered for this webinar.
| | Sponsor Content from Avantax | |
| Sponsor Content from Avantax |
| Hello Voornaam, Very little breeds as much uncertainty as a volatile market. During these stressful times, your clients may be more anxious about their financial future and seek guidance and support from someone well-versed in their financial position: their tax professionals. You've made a strong impact on your clients' lives through your tax advice but what if you could deepen an already strong relationship while increasing your realization rate? Join us on June 29 to discover the benefits of offering wealth management services and how it can help you address client fears in uncertain times, build stronger relationships and create new revenue streams. Seize the opportunity this volatile market has created for you to generate additional, sustainable income for your business while offering your clients even more. |
| | Joe Clagg, CRPS® | Director
Avantax Planning Partners Recruiting | | (Speaker) |
| | | Louie Rosalez | Senior Vice President
Avantax Planning Partners | | (Speaker) |
| | | Dan Hood | Editor-in-Chief
Accounting Today | | (Moderator) |
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| | Joe Clagg, CRPS® | Director
Avantax Planning Partners Recruiting | | (Speaker) |
| | | Louie Rosalez | Senior Vice President
Avantax Planning Partners | | (Speaker) |
| | | Dan Hood | Editor-in-Chief
Accounting Today | | (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 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 |
| | NASBA CPE Credit is being offered for this webinar.** | | SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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| | NASBA CPE Credit is being offered for this webinar.** | | SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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| ** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This web seminar is not approved for IRS CPE Credit. |
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