December 31st Is Coming. Is Your Portfolio Tax-Ready? 

When you have $2 million or more, some of the most consequential tax decisions happen before the year ends. And once the calendar flips, valuable solutions for protecting and optimizing your wealth may be gone.

Join one of our top wealth advisors for an exclusive new webinar revealing the advanced tax strategies worth evaluating right now, and the financial implications of getting the timing wrong.

You’ll discover:

    • How strategic tax-loss and tax-gain harvesting can help unlock greater portfolio tax efficiency
    • Where sophisticated charitable giving strategies may offer overlooked tax advantages
    • How your current tax bracket influences the decisions you make before year-end
    • What to consider before making Roth conversions, retirement distributions, and other income decisions
    • Why even a trusted CPA may not be seeing your full financial picture

December 31st is more than a date on the calendar. For your portfolio, it could be the difference between opportunities captured and opportunities lost. 

November 11, 12, and 14 Approximately 45 minutes

Reserve your spot—we'll send you an on-demand version if you can't attend live.

We take your privacy seriously and respect your privacy choices. By submitting your information, you consent to receive marketing emails, calls, and texts from Allworth using an autodialer at the email and phone number provided, even if the number is on a state or federal Do Not Call list. You do not need to consent to use our services. You can call us instead at 1-888-242-6766. Message and data rates apply. Reply “STOP” to opt out and “HELP” for more information. By submitting this information, you also agree to our Terms of Use Agreement, Privacy Policy, and to receive important notices and other communications electronically.

Ranked Top 15 Barron’s Top 100 RIA Firms1
Best in Class Ethics NBRI9

Your Host & Expert

 

Brent Walker

Partner Advisor

CFP®

A CERTIFIED FINANCIAL PLANNER® professional and Partner Advisor, Brent has more than 25 years of financial planning and wealth management experience. He helps clients make thoughtful and intentional decisions across the interconnected aspects of their wealth, keeping both today’s priorities and tomorrow’s goals in focus.

 

97%
client loyalty 31,000+ Clients2
30
years in business $39 Billion AUM4

Not the right time or topic? Stay in the loop.

Get notified when new webinars become available on timely topics for high-net-worth investors.

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. 

Your Hosts & Experts

 

Hanson_Scott_headshot_1

Scott T. Hanson

Co-Founder and Vice Chair

CFP®

A nationally recognized authority on financial topics, Scott has been listed as one of the 25 most influential people in the financial services industry nationwide.+

Bogner_Victoria_Headshot_1

Victoria Bogner

Partner Advisor

CFP®, CFA®, AIF®

Victoria serves as Allworth’s Head of Advanced Wealth Planning, overseeing a team that specializes in comprehensive wealth planning for high-net-worth clients.

 

 

+Investment Advisor Magazine 25 Most Influential People in the Financial Services Industry: Investment Advisor Magazine’s 25 Most Influential People in the Financial Services Industry Award is selected by Investment Advisor Magazine based on nominations received for the award. The award is presented to individuals who Investment Advisor Magazine believes have had, or will have, the greatest influence on the financial services industry. Allworth Financial and Scott Hanson did not pay a fee to be considered for this award.  Scott Hanson received the award in 2005.