Advanced Estate and Tax Planning
Join us to discover how advanced estate and tax planning can help you win and retain multi-generational wealth.
T.L. Turnipseed, Head of Estate and Tax Planning at Alta, will give you a deeper look at the advanced estate and tax planning strategies advisors can deliver through the Alta Advisor Platform.
Advanced estate and tax planning can be one of the most powerful ways to deepen client relationships and protect assets across generations.
In this webinar, T.L. Turnipseed, Head of Estate and Tax Planning at Alta, will go deeper into the advanced planning strategies available through the Alta Advisor Platform, showing how advisors can deliver more value, stand apart with high-net-worth clients, and build a stronger path to retaining multi-generational wealth.
JOIN US:
APRIL 16 • 1 PM PT | 4 PM ET
What You’ll Learn:
- A more in-depth view of the advanced estate and tax planning strategies available for your clients
- How South Dakota trusts can unlock unique advantages in wealth transfer, protection, and long-term planning
- Ways sophisticated planning can help you deepen client value and build stronger multi-generational relationships
- How the Alta Advisor Platform equips firms to offer more advanced solutions with less operational burden
Turn sophisticated planning into stronger client relationships and stickier assets.
Learn how the Alta Advisor Platform’s Advanced Estate and Tax Planning solution helps advisors serve high-net-worth clients more fully while creating a stronger path to multi-generational asset retention.
