CINCINNATI WORKSHOPS

Advanced Wealth Strategies for High-Net-Worth Investors

Discover tactics to make your wealth work as hard as you did to build it.

March 26th and 29th

Save your seat

About this event

  Event lasts about 1 hour

  Location:  Blue Ash

Join our top financial experts for an essential new workshop where they uncover insights and tactics all high-net-worth investors need to know so they can grow, protect, and preserve the wealth they’ve earned. 

From advanced tax mitigation tactics to creating streams of income for the future, you’ll discover impactful techniques to build the financial plan your money deserves.

You’ll discover:
-    Tactics for wealth preservation
-    Opportunities for tax-free growth
-    How to reduce portfolio volatility
-    How to create and coordinate varied income streams
-    …and more

This workshop is live, free, and seats are limited—so be sure to reserve your spot today.

Available dates and locations

Find out why thousands of people have attended one of our webinars.

Blue Ash - Carver Road

Wednesday, March 26 - 6pm EST

Building next to Allworth Financial Office

    9997 Carver Road

    Blue Ash, OH 45242

 

 

 

Blue Ash - Cooper Road 

Saturday, March 29 - 11am EST

Cooper Creek Event Center

    4040 Cooper Road

    Blue Ash, OH 45241

 

 

 

Our Speaker

 

amy-wagner-white-background

Amy Wagner

Financial Advisor, BFATM®

Allworth Financial

Amy Wagner is passionate about helping others make smart, informed decisions with their money. A long-time co-host of the Simply Money radio show, she also contributes weekly guidance in the “Allworth Advice” column in The Cincinnati Enquirer.



brian-james

Brian James

Financial Advisor, CFP®

Allworth Financial

Brian James holds degrees in Finance, Marketing, and International Business from Ohio University. He uses his role as Financial Advisor to educate, not dictate, helping his clients understand the various paths they can take when making financial decisions.



14th Ranked RIA Barron’s1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9
97%
client loyalty 25,000+ Clients2
30
years in business $26 Billion AUM4