If you have trouble viewing this email, read the online version | Add to Safe Sender List
 


 

 

 
REGISTER NOW
 
 

Tax Awareness

 

HOST

Mark Bruno
Managing Director, Wealth Management

Informa Connect

 

Wednesday

Nov. 2, 2022

2:00 PM ET

11:00 AM PT

 

 

 

 

Tax Opportunities Amidst Volatility: How Top Advisors Expand the Conversation with Clients to Keep Tax Awareness Top of Mind Year-Round

 

Although the tax filing deadline is in April, top advisors set themselves apart by proactively turning the tax planning conversation into a year-round topic that helps clients make smart “tax aware” moves designed to help them keep their financial goals on track. This year is particularly different as investors have seen steep declines across both stocks and bonds, breeding tax loss harvesting opportunities.

 

Don’t miss this important webinar as we explore the tax landscape for the remainder of the year and for 2023 – and analyze the major tax-related considerations clients can take to strengthen their portfolios after what will likely continue to be a rocky year on the stock market.

 

 

REGISTER NOW

 

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.

 

 

 

 

PRESENTER

Michael Lane

Head of iShares U.S. Wealth Advisory
BlackRock 

 

 

 

PRESENTER

Hamish Preston

Director, U.S. Equity Indices
S&P Dow Jones Indices

 

 

 

PRESENTER

Cameron Dawson 

Chief Investment Officer
NewEdge Wealth

 

 

 

SPONSORED BY:
logo

 

  Not able to attend the live event?
Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available.
 

 

  Twitter Facebook LinkedIn    

 

  sponsors  
 

Periodically, WealthManagement.com will inform you of special events, products and other offers that we believe you will find helpful in your business or career. To STOP receiving promotional e-mails from WealthManagement, please click here.

WealthManagement | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158 | Privacy Statement