Avantax

Financial Advisor Magazine’s Invest in Women Conference highlighted the growing influence of women in wealth management – and we were honored to be part of it!

Thank you to everyone who attended our panel session "The Great Wealth Transfer: Women, Wealth, and the Future of Financial Leadership" moderated by Avantax Regional Vice President Anna Wright and Cetera financial advisor Teri Hurt of Shoemaker Financial serving as a panelist.

Financial Advisor Magazine’s Invest In Women Conference brings together trailblazers shaping the future of wealth management, and Avantax is proud to return as a sponsor.

We’re especially excited that our very own Anna Wright, CFP®, Regional Vice President on the Regional Growth Team, will moderate the session “The Great Wealth Transfer: Women, Wealth, and the Future of Financial Leadership” on April 23. The discussion will explore how shifting wealth dynamics are transforming planning conversations and redefining leadership across the industry.

We hope to see you there!

At Avantax, collaboration is a catalyst for growth - and Rise to Elite is a compelling reminder of the power of coming together.

Congratulations to the current group of tax-intelligent financial professionals enrolled in Rise to Elite who completed the group mentoring phase of the program this week. They've been meeting over the past few months with a shared commitment: elevating their craft and the way they serve clients.

As Practice Growth Officer Nona Rosa puts it, “I’m inspired by the commitment this group brings to serving clients at the highest level, and grateful for the coaches and mentors who guide the way. When professionals invest in each other, everyone wins: teams, practices, and the clients who trust us with their financial futures.”

If you missed our recent webinar on the One Big Beautiful Bill Act, you're in luck: the recording is now available!

In partnership with Accounting Today, Avantax financial advisor John J. Vento Jr., CPA, CFP® of Vento Tax & Wealth Management Group and Regional Business Development Manager Steve Smith share major updates and new complexities for CPAs, tax advisors, and financial planners.

Watch the webinar recording at the link in comments.