Join us for a one-hour webinar designed for financial advisors looking to deepen client relationships, deliver more comprehensive financial guidance, and drive long-term growth through tax-intelligent planning. Veteran advisors Clint Brookshire and Scott Villines will explore why integrating tax strategies into financial planning has become increasingly important and how a coordinated approach can create better outcomes for both clients and advisors.
After this session, you'll be able to:
- Understand the role tax-intelligent planning plays in helping clients pursue their financial goals.
- Identify opportunities to uncover tax-saving strategies across investment, retirement, and wealth planning conversations.
- Integrate tax planning to enhance the client experience and strengthen long-term relationships.
- Initiate tax-focused conversations to help differentiate your practice and support business growth.
- Incorporate tax-intelligent planning into your service model, based on practical advisor insights.
Clint Brookshire, Community Leader at Avantax by Cetera, will anchor the discussion with perspectives on the evolving advisor landscape and the growing demand for integrated tax and financial planning. He will be joined by Scott Villines, Sr. Wealth Management Advisor at Villines Wealth Management LLC, who will share real-world experiences implementing tax-intelligent planning strategies and detail how these approaches have helped enhance client value, strengthen relationships, and support practice growth.
Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.
Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership. Advisory services may only be offered by investment adviser representatives in connection with an appropriate Advisory Services Agreement and disclosure brochure.
For use with financial professionals only.