Tax-Smart Financial Planning and
Wealth Management with Avantax®

Learn about the Strategic Alliance Program1 – an exclusive opportunity to offer comprehensive financial services to your clients.

Avantax, the sister company of TaxAct, is a pioneer in tax-smart investing, financial planning and wealth management. Tax and Financial Professionals partner with Avantax to create new revenue opportunities by providing holistic financial services to their clients – families, individuals and small businesses – all through a uniquely tax-focused lens.

Plus, receive a *$20 Amazon gift card for attending the webinar.

States Eligible for the Strategic Alliance Program Notated with a Star

Tuesday, June 14, 2022 @ 10:00 AM CST

Avantax Wealth Managemen® is the holding company for the group of companies the Avantax®name. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠ and Avantax Planning Partners. Insurance services offered through licensed agents of Avantax Insurance Agency℠, Avantax Insurance Services℠, and Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019, 972-870-6000

Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. For additional information ask your Financial Professional or contact us toll-free at (888) 438-3781.

1This program is available in Arkansas, Florida, Georgia, Missouri, New Hampshire, Ohio, Pennsylvania, Tennessee and Rhode Island

*Disclaimer: To be eligible to receive the $20 Gift Card you must attend one of the webinars. on 5/24 or 6/14. One gift card per attendee, offer good for one webinar only per attendee. Gift card will be sent to the email you registered with within 10 business days after the end of the webinar attended. Offer subject to change without notice. Intended for the recipient of this email only and may not be transferred. is not a sponsor of this promotion. Except as required by law, Gift Cards (“GCs”) cannot be transferred for value or redeemed for cash. GCs may be used only for purchases of eligible goods at or certain of its affiliated websites. For complete terms and conditions, see GCs are issued by ACI Gift Cards, Inc., a Washington corporation. All Amazon ®, TM & © are IP of, Inc. or its affiliates. No expiration date or service fees.

For more information on Avantax and for all terms and conditions visit

TaxAct is not a party to any transactions you may choose to enter into with Avantax and does not itself offer investment advice.  All TaxAct products and services are subject to TaxAct® terms and conditions.