Tax Efficient Strategies For Your Own Succession Plan - AmeriFlex.com

To learn more about the professional history of our financial advisors, please visit

To learn more about the professional history of our financial advisors, please visit

Tax Efficient Strategies For Your Own Succession Planameriflex2023-05-16T18:17:23+00:00

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

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Firm Disclosure

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.

CORPORATE OFFICE:
8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

CORPORATE OFFICE:
8485 W Sunset Rd. Suite 204 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

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Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA, SIPC. Additional advisory services offered through The AmeriFlex® Group, a registered investment adviser not affiliated with SPF. Insurance services offered by individual representatives are offered independently of SPF. SPF does not offer tax or legal advice. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
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