The tax times have changed: Proactively offer clients tax and wealth planning solutions – Nuveen – 11.1.22

Overview:
Title: The tax times have changed: Proactively offer clients tax and wealth planning solutions
Date: Tuesday, November 1, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

The recent period of near-zero interest rates, a climbing stock market and tax relief are ending. That’s an opportunity for advisors to reinforce their value by offering tax-smart strategies for the current environment. Please join us as we share practical ideas for helping clients maximize after-tax outcomes while pursuing their financial goals.

Learning objectives:

  • Review the impacts of expiring tax provisions
  • Identify specific strategies for a range of individual client situations
  • Learn a simple framework for reducing clients’ overall tax burdens over multiple years
  • Gain new ways to engage clients in planning discussions

Speaker:
James A. Bergeron, J.D. James A. Bergeron, J.D. Advisor Education Consultant Nuveen

Jim is Managing Director in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve and enhance their relationships with clients.

Prior to joining Nuveen, Jim was the General Manager of Ameriprise Personal Trust Services. While at Ameriprise he used his experience in financial services, strategic and high net worth planning and product development to further enhance trust and wealth management results. Prior to Ameriprise Jim worked in advisory product development roles covering a diverse range of client financial solutions. Jim has lectured extensively and is an invited speaker at national and international conferences demonstrating techniques to actualize wealth management concepts.

Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on the Northern Regional Council for the American Cancer Society.
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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 an 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. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her financial professionals.

The views and opinions expressed are for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as market or other conditions, legal and regulatory developments, additional risks and uncertainties and may not come to pass. This material may contain “forward-looking” information that is not purely historical in nature.

Such information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition. Any changes to assumptions that may have been made in preparing this material could have a material impact on the information presented herein by way of example.

Performance data shown represents past performance and does not predict or guarantee future results. Investing involves risk; principal loss is possible.

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A word on risk
Real estate investments are subject to various risks, including fluctuations in property values, higher expenses or lower income than expected, and potential environmental problems and liability. Please consider all risks carefully prior to investing in any particular strategy. A portfolio’s concentration in the real estate sector makes it subject to greater risk and volatility than other portfolios that are more diversified and its value may be substantially affected by economic events in the real estate industry. International investing involves risks, including risks related to foreign currency, limited liquidity particularly where the underlying asset comprises real estate, less government regulation in some jurisdictions, and the possibility of substantial volatility due to adverse political, economic or other developments.

Nuveen provides investment advisory services through its investment specialists.

This information does not constitute investment research as defined under MiFID.

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