WEBCASTS
Keep Your Clients Happy with Smart Tax Management
Earning returns for clients matters, and so is reducing taxes they pay. Clients looking to retain wealth from their portfolios, expect their advisors to be proactive when it comes to managing taxes.
Join the professionals at AssetMark to hear about tax management services that can help your clients keep more on their returns.
SUMMARY
Topics will include:
- The use case for AssetMark Tax Management Services.
- Why tax management matters to clients and how it can reinforce your value.
- How proactive thinking can help clients keep more on their returns.
This program has been accepted for one hour of Tax and Regulations continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, and RMA® designations and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Phil Manning
Regional DirectorAssetMark
Ken Chee
DirectorAssetMark
Dennis Horr
Founder and PresidentFaith 401K & Money Management
Bryan Pecherek
LPL Financial Advisor
Kirsten Chang
Senior Industry AnalystVettaFi
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