| | | 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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