Date: Wednesday, August 30, 2023

Time: 1 pm ET | 10 am PT

Cost: Complimentary

Sponsored by: Atria Wealth Solutions

Creating a client experience that includes investment management, tax mitigation, goals-based planning and wealth protection is a goal most advisors are striving for. How can you respond to the many changes in tax policies, retirement rules and financial products to help your clients with long-term wealth issues? What new investments and planning tools can you work with to give investors more helpful information and greater financial security?

Join this complimentary webcast to discover how to deliver a highly personalized, holistic and responsive client experience. You’ll learn:

• The best ways to discuss and approach tough financial-planning issues with clients;
• How to integrate client goals and preferences into plans that maximize the likelihood of success, while minimizing tax burdens and unnecessary risk taking;
• What the role of customizable model portfolios can be for scaling your practice;
• How to embrace new insights into tax-loss harvesting, direct indexing and other key financial-planning processes;
• And more!

Speakers: 

Janet Levaux | Editor in Chief | ThinkAdvisor & Investment Advisor

Sean Meighan | Managing Director of Advisory Services | Atria Wealth Solutions

Date: Wednesday, August 30, 2023

Time: 1 pm ET | 10 am PT

Cost: Complimentary

Sponsored by: Atria Wealth Solutions

Creating a client experience that includes investment management, tax mitigation, goals-based planning and wealth protection is a goal most advisors are striving for. How can you respond to the many changes in tax policies, retirement rules and financial products to help your clients with long-term wealth issues? What new investments and planning tools can you work with to give investors more helpful information and greater financial security?

Join this complimentary webcast to discover how to deliver a highly personalized, holistic and responsive client experience. You’ll learn:

• The best ways to discuss and approach tough financial-planning issues with clients;
• How to integrate client goals and preferences into plans that maximize the likelihood of success, while minimizing tax burdens and unnecessary risk taking;
• What the role of customizable model portfolios can be for scaling your practice;
• How to embrace new insights into tax-loss harvesting, direct indexing and other key financial-planning processes;
• And more!

Speakers: 

Janet Levaux | Editor in Chief | ThinkAdvisor & Investment Advisor

Sean Meighan | Managing Director of Advisory Services | Atria Wealth Solutions