We’re excited to invite you to our upcoming 2025 Fall Webinar Series. Each session is designed to help you plan ahead, protect your wealth, and make informed decisions for the future.
Upcoming Sessions:
Succession & Transition Planning
Tuesday, October 7, 2025
10:00 am CT / 11:00 am ET
Successfully selling or transitioning your business takes years of planning. Let’s talk about how to get started.
Estate Planning
Tuesday, October 28, 2025
2:00 pm CT / 3:00 pm ET
Even celebrities make costly estate planning mistakes – just look at Robin Williams, Whitney Houston, and Heath Ledger. Join us to unpack these real-life mistakes and learn how to avoid doing the same.
Tax Planning & Year-End Strategies
Wednesday, November 12, 2025
10:00 am CT / 11:00 am ET
Staying ahead on tax updates and year-end strategies is key to closing out strong. Let’s talk about what you need to know before the year wraps up.
Long-Term Care: Financial Impact & Planning
Wednesday, December 3, 2025
2:00 pm CT / 3:00 pm ET
Long-term care can make a big impact on your financial planning. Join us to learn more.
Each session will provide practical insights and strategies that you can apply immediately. Whether you’re preparing for transition, planning your estate, optimizing year-end tax strategies, or considering long-term care, these webinars are designed to support your financial goals.
Reserve your spot for one or all sessions. We look forward to having you join us.
Advisory Services offered through Avantax Planning Partners, Inc., a registered investment adviser. Securities may be offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Additional advisory services may be offered through Cetera Investment Advisers LLC. Cetera named entities and Avantax Planning Partners, Inc. are affiliated. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855.
Check your Financial Professionals registration status on https://brokercheck.finra.org/ and/or https://adviserinfo.sec.gov/.
Cetera named entities and Avantax Planning Partners, Inc. are independent of and unrelated to Harding. Although Cetera named entities and Avantax Planning Partners, Inc. do not provide tax or legal advice, or supervise tax, accounting or legal services, our financial professionals may offer some or all of these services through their independent outside business. This information is not intended as tax or legal advice.
