Tax Efficient Strategies
For Your Own Succession Plan
When: May 23, 2023
10:00 a.m. (PST) / 1:00 p.m. (EST)
Duration: 30 Minutes
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Panelists
A familiar adage states, “It’s not what you make, but what you keep.”
We agree.
Join our team of experienced consultants as well as renowned industry expert, David Grau Jr., for a 30-minute discussion that will highlight how to keep more of what you receive when selling your practice.
We will discuss:
1.) Why most advisors fail to consider tax impacts when selling their practice
2.) Which strategies are more tax efficient than others
3.) How to make SuccessionFlex® work for you
Sponsored by
When: May 23, 2023
10:00 a.m. (PST) / 1:00 p.m. (EST)
Duration: 30 Minutes
Sponsored by
A familiar adage states, “It’s not what you make, but what you keep.” We agree.
Join our team of experienced consultants as well as renowned industry expert, David Grau Jr., for a 30-minute discussion that will highlight how to keep more of what you receive when selling your practice.
We will discuss:
1.) Why most advisors fail to consider tax impacts when selling their practice
2.) Which strategies are more tax efficient than others
3.) How to make SuccessionFlex® work for you
Panelists
Diane Carlton
Advisor Strategy Consultant
The AmeriFlex Group
David Grau, Jr.
Founder, CEO
Succession Resource Group
Jason Benham
Advisor Strategy Consultant
The AmeriFlex Group
Registration
"*" indicates required fields
8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730
Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance is offered independent of SPF.