Legacy Planning Webinar | Allworth Financial

For investors with $2MM+ in investable assets.

Your wealth represents more than just money. It’s your life’s work—and your legacy. Creating an advanced wealth transfer plan is essential for every high-net-worth household.

Join Simone Devenny, Allworth’s Head of Private Wealth Strategies, and Richard Del Monte, Partner Advisor, as they share insights from 25+ years of creating specialized legacy preservation plans for high-net-worth families.

Discover the difference between wealth that disappears—and wealth that lasts generations. Register now for this free webinar.

Webinar lasts about 45 minutes

Dates & Times:

June 11, 10am PDT / 1pm EDT
June 12, 12pm PDT / 3pm EDT
June 14, 9am PDT / 12pm EDT

Sign up for free and find out why thousands of people have attended one of our webinars.

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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 Speakers

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.

Richard Del Monte

Partner Advisor, CFP^®, MBA, JD

Allworth Financial

Richrd has more than 35 years of investment advisory experience, is a CERTIFIED FINANCIAL PLANNER®, and author of Endless Inheritance: Moving From Feuding to Flourishing In Your Affluent Family.

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client loyalty 25,000+ Clients²