New Webinar

Advanced Tactics for Concentrated Stock Positions

Discover the five-path framework that transforms concentrated stock risk into diversified wealth—without triggering massive capital gains taxes. Join us for this exclusive webinar and unlock your portfolio’s hidden potential.

 

 July 23rd, 24th, and 26th

 

Our next session starts in:

 

Reserve Your Spot Now

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About this webinar

  Webinar lasts about 45 minutes

 Dates & Times:   July 23, 10am PDT / 1pm EDT   |   July 24, 12pm PDT / 3pm EDT   |   July 26, 9am PDT / 12pm EDT 



Eliminate Single Stock Risk Without the Tax Hit

Your concentrated employer stock position helped build your wealth. But building lasting wealth requires strategic diversification.

Join Simone Devenny, Allworth’s Head of Private Wealth Strategies, for a new webinar exclusively designed for high-net-worth professionals looking to strategically unwind concentrated positions.

You'll discover how to: 

  • Reduce concentrated risk
  • Uncover overlooked tax efficiencies
  • Diversify without giving up future upside

This isn’t about abandoning your company stock. It’s about using sophisticated solutions to make smarter, more forward-thinking decisions—so your employer equity remains a powerful asset, not a potential liability.

 

Save my spot

 

Discover How We Helped One Couple Find Financial Security

If you’re like countless other people, planning for retirement raises more questions than answers. From reducing market risks to replacing your income in retirement to creating valuable tax efficiencies, financial expert Allison Scoggin reveals the tactics we used to help one couple turn their concerns into opportunities in our newest case study webinar.

You’ll discover how…

  • Roth conversions can allow for continued tax deferral and future tax-free distributions without RMDs
  • Unwinding concentrated stock positions can help you minimizing capital taxes
  • How to utilize excess cash
  • …and so much more!

This is an essential watch for all investors with over $1MM in investable assets. Watch it now!

 

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Our Speaker

 

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Simone Devenny

Head of Private Wealth Strategies, JD

Allworth Financial

Simone is a seasoned wealth management expert, having spent over 25 years of estate planning, tax-efficient portfolio construction, and wealth transfer experience. She spent more than a decade serving clients in multiple capacities with Morgan Stanley and Fidelity Investments.

 

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