Avantax
Acquis par Cetera Financial Group
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Avantax fait désormais partie de l’entreprise Cetera Financial Group. For up-to-date information, please see the Cetera Financial Group profile..
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What do you get when you gather a multitude of tax-intelligent Financial Professionals and Assistants at one conference? Connect for Growth – or, as many attendees who were in the Cowtown state of mind informally called it, Giddy-Up For Growth! Thanks to all our attendees and sponsors for joining us in Fort Worth this week for one of our favorite events of the year, where the hashtag#AvantaxCommunity has the opportunity to learn from one another through peer-to-peer collaboration.
Great to see our Cetera Financial Group colleagues and independent Financial Professionals in Las Vegas this week, where Avantax Director of Practice Management Nona Rosa and independent Avantax financial advisor Jennifer Strojny Milligan presented strategies from our popular Rise to Elite growth program. They were joined by several Avantax Home Office team members, including Clint Brookshire, CFP®, Michael Kobs, Melissa Rasbury Robertson, CFP®, and Andy Watts, CFP®.
Cetera Financial Group has appointed Avantax President Todd Mackay to President of Cetera Solutions. Andy Watts, CFP® will now lead the hashtag#AvantaxCommunity and Cetera’s Tax Channel. Read more in today’s press release: https://bit.ly/3WUIqjB
As home prices show signs of peaking, what should financial professionals consider when advising clients in the coming months, especially with home equity often being the largest asset for U.S. households? Brian Schmidt, CFP®, Avantax Manager of Financial Planning Support & Advanced Case Solutions, shares how tax-intelligent financial guidance can be tailored to the client's answer to one simple question, no matter what happens to home prices: Does your client plan to stay put or sell their home? Read more in Gregg Greenberg’s InvestmentNews article: https://bit.ly/3WuIt5v
Have you been to our website lately? Visit avantax.com and check out our fresh new look and learn more about what makes Avantax so uniquely tax intelligent!
Need a fun read to end your week? Learn more about Avantax Senior Investment Analyst Ted Ferik, CFA in this interview with Citywire RIA's Ashley Lowe McConnell, including Ted's take on what can make or break a fund manager meeting and who would be on his dream dinner guest list: https://bit.ly/3YjACKs
When it comes to meeting with our independent Avantax Financial Professionals, our Home Office team doesn't let anything get in the way - even Phoenix's summer heat! Avantax VP of Growth and Planning Solutions Andy Watts, CFP® joined a recent Growth through Community meeting led by Tiffani D. to share general updates with the group. Avantax Life Insurance Sales Specialist Jason J. Allen, CFP®, CLU®, CLTC was also on hand to provide a variety of insurance insights, including asset location and incorporating cash value life to help clients with a more efficient income source in retirement. Special thanks to Chip Sroufe from The C.O.R.E. Group, an Avantax insurance partner, for joining us!
Avantax's Dave Renko and Jonathan S. enjoyed their time in Orlando this week at the National Association of Enrolled Agents 2024 Tax Summit, where they highlighted the opportunities for tax professionals to add tax-intelligent financial planning to their practice. Special shoutout to independent Avantax Financial Professional Kevin Bell who presented an educational session on M&A and Succession Planning!
At Cetera Financial Group's hashtag#Connect2Peers event in Nashville last week, we spent quality time alongside our Cetera colleagues and Financial Professionals, attended a variety of insightful sessions, and were even treated to inspiring words from special guest Matthew McConaughey! The fun and collaboration doesn't stop here: Next month we'll be hosting our Connect for Growth conference in the great city of Fort Worth, Texas. We can't wait to see many independent Avantax Financial Professionals in a few short weeks!
Team building and camaraderie at its finest! During a mini pickleball tournament last week, the Avantax Business Development team donned their “Be Makayla Brave” shirts in support of a Home Office teammate whose daughter is bravely battling cancer. #AvantaxCommunity
