WEBINAR

Wealth Tactics for the Modern Investor

Discover strategies high-net-worth investors use to grow, preserve, and protect their hard-earned wealth.

February 19, 20, and 22

Are you doing everything you can to protect, preserve, and grow your wealth?

If you’ve reached $2MM or more in assets then you probably know how much more complex financial planning can be.

From advanced savings and investment strategies to proactive liability mitigation, Allworth founder, Scott T. Hanson, and financial planning expert, Victoria Bogner, uncover the innovative techniques and lesser-known hacks used by clients whose wealth demands more.

In this essential webinar, they’ll cover:

Proactive tax strategies that let you keep more of what’s yours
Diverse savings techniques that maximize your portfolio’s growth potential
Advanced investment tactics that help you meet your unique goals
Cash management strategies that make your excess cash work harder for you

If you’re a high-net-worth investor, you can’t afford to miss this webinar —make sure to RSVP today.

Dates & Times

February 19 at 10 am PST / 12 pm CST
February 20 at 12 pm PST / 2 pm CST
February 22 at 9 am PST / 11 am CST

Saving money is simply the first step toward reaching your retirement goals. In this webinar, you’ll discover four other essential tactics you need for your financial plan.

Our Speakers

Scott Hanson

Co-Founder and Vice Chair, CFP^®

Allworth Financial

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.⁺

Victoria Bogner

Partner Advisor, CFP^®, CFA, AIF^®

Allworth Financial

Victoria is a partner-advisor with nearly 20 years of experience helping clients build better financial futures. She was recognized as an Investment News 40 Under 40 honoree in 2018,^* making her one of the top professionals in the financial services industry nationwide.

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

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14th Ranked RIA Barron’s¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

97%

client loyalty 25,000+ Clients²

years in business $26 Billion AUM⁴

⁺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.

*InvestmentNews' 40 Under 40: The winners are chosen from a pool of almost 1,000 nominees by a panel of reporters, editors, and other representatives of InvestmentNews. Nominations are accepted for professionals from all sides of the financial advisory industry, including executives and those working for industry organizations. InvestmentNews determines nominees' eligibility for the 40 Under 40 list based on the following criteria: accomplishment to date, contribution to the industry, leadership and promise. Victoria did not pay a fee to be considered for this ranking which she received in 2018..