Hosts
Gabe Hathorn, CIMA®️, Senior Regional Director
Greg Trzaski, Senior Strategic Relations
Description
What if you could help your clients (or prospects) harvest tax losses for 15 to 20 years? Or help them transition out of highly appreciated stock positions or taxable accounts with little to no taxes?
Join Gabe Hathorn, CIMA®️, Senior Regional Director, and Greg Trzaski, Senior Strategic Relations, to learn about strategies that may solve these challenges for your clients with $1 million or more.
FOR ADVISOR USE ONLY
