Webinar lasts about 45 minutes

 December 10, 10am PDT / 1pm EDT   |   December 11, 12pm PDT / 3pm EDT   |   December 13, 9am PDT / 12pm EDT 

What Sophisticated, High-Net-Worth Planning Really Looks Like

In this exclusive new webinar, we take you behind the scenes of a real high-net-worth client case study to reveal how Allworth’s in-house experts and advanced planning platforms helped transform a complex financial picture into a clear, strategic path forward.

Led by Allworth advisor Ben Abraham, you’ll learn how we helped one couple:

• Identify and eliminate hidden tax inefficiencies
• Model multiple retirement income and spending scenarios
• Apply advanced planning tools to support lifestyle and legacy goals
• Build a flexible, forward-looking strategy that adapts with life’s changes

This isn’t theory or product promotion. It’s a firsthand look at the actual planning process we use to help our most successful clients preserve more of what they’ve earned—and to help them make smarter, more confident decisions about their wealth.

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