New Webinar
Strategic Wealth Planning
A multi-million dollar case study
Get a closer look at how meaningful wealth should be managed. Join us to discover how our in-house experts and sophisticated planning tools helped one high-net-worth couple reduce complexity, minimize tax impact, and maximize retirement income.
August 20th, 21st, and 23rd
Reserve Your Spot Now
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About this webinar
Webinar lasts about 45 minutes
Dates & Times: August 20, 10am PDT / 1pm EDT | August 21, 12pm PDT / 3pm EDT | August 23, 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.
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
Ben Abraham
Partner Advisor
CFP®, ChFC®, CLU®, CFS®, RICP®, WMCP®, CASL®
Ben Abraham is a Partner Advisor and CERTIFIED FINANCIAL PLANNER® professional with nearly 25 years of financial services industry experience. He specializes in working with high-net-worth clients to design fully integrated, forward-thinking wealth strategies.
About Allworth Financial
At Allworth, we deliver more than advice. We provide complete, personalized wealth planning from a team of in-house fiduciary experts. Our approach connects every part of your financial life, from investment management and tax planning to estate planning and insurance needs. Powered by advanced tools and guided by your goals, we’re here to optimize and align your strategy—now and for the future.