Take full advantage of tax certainty while planning for changes to come – Nuveen – 12.5.24

January 20, 2024

Overview:

Title: Take full advantage of tax certainty while planning for changes to come

Date: Thursday, December 5, 2024

Time: 1:00 PM Eastern Standard Time

Duration: 1 hour

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Summary:

Regardless of market or economic conditions, you can offer clients tax-smart strategies that support their wealth management goals.

Learning objectives:

Confidently initiate conversations about tax planning
Offer potential tax-saving strategies for any given client situation
Help clients maximize cumulative after-tax outcomes over multiple years

Accepted for 1 CFP^®/IWI taxes and regulations/CFA CE credit

Speaker:

James Bergeron, JD Managing Director, Advisor Education Nuveen

As an Advisor Education Specialist, Jim develops and delivers intellectual capital designed to help financial professionals and practices deepen client relationships and grow their businesses. With more than 25 years of experience in financial services and product development, Jim’s areas of expertise include taxation, family wealth planning, advisor practice management, and investor education.

Intended for financial professionals.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients.

Nuveen Securities, LLC, Member FINRA and SIPC.

Nuveen | http://nuveen.com | 730 Third Avenue, New York, NY 10017

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