Five High-Value Retirement Tax Planning Conversations to Have Before Year-End

Join us for a free, no obligation, special event featuring Ed Slott and his five best year-end IRA and retirement tax planning strategies.

Avantax is proud to present Ed Slott’s Five High-Value Retirement Tax Planning Conversations to Have Before Year-End. This program will feature the latest tax rule changes and will guide Tax and Financial Professionals how to identify the clients who will benefit the most. Additionally, Ed will present high-value actions you can use immediately to engage your clients, beneficiaries, prospects, attorneys and more. In this session, you will learn how to develop these practical planning strategies to showcase your expertise and increase your bottom line.


Speakers

Ed Slott, CPA, Ed Slott and Company, LLC

Ed Slott is a nationally recognized IRA distribution expert, speaker, television personality & best-selling author known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. Named "The Best Source for IRA Advice" by The Wall Street Journal, he is the go-to resource for media, regularly providing insight on breaking news affecting retirement and tax planning laws and strategies.

Sandeep Varma, Wealth Strategist, ATS Wealth Management

December 1, 2022

10 a.m. - 1 p.m.

Hyatt Regency Aventine in La Jolla
3777 La Jolla Village Dr.
San Diego, CA 92122
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Enjoy a complimentary lunch, networking session and a special gift for attending. This session qualifies for 2 CPA CE credit hours and 2 CFP® credit hours. Space is limited for Ed Slott's year-end presentation.

Register Today