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Carpenter Financial Services Attends Avantax Wealth Management’s National Conference

Carpenter Financial Services Attends Avantax Wealth Management’s National Conference

January 03, 2023
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Carpenter Financial Services Attends Avantax Wealth Management’s National Conference Focused on Tax-Advantaged Financial Planning and Investing

Financial Advisor Joseph A. Carpenter, along with Wealth Management Assistants Heather McClelland, Lisa Wirfel, and Michelle Maksymik of Carpenter Financial Services joined 1,100 Financial Professionals, Educational Partners and Avantax staff members at the Avantax Wealth Management® National Conference in Atlanta where they shared ideas, best practices, and heard about new ways to serve clients who want tax-advantaged financial planning and wealth management.

The 2022 National Conference theme – “Power of Community” – echoed throughout presentations that shared Avantax’s current market position while touching on planned investments, technology and process improvements designed to enhance independent Financial Professionals’ ability to serve clients.

“Attending the Avantax Wealth Management® National Conference provided our team a chance to connect and collaborate with our peers, learn more about innovative technologies, and streamline our client services,” said Joe Carpenter, financial advisor for Carpenter Financial Services

Several general sessions featured nationally recognized speakers, and dozens of breakout sessions with Educational Partner subject-matter experts covered topics including client service, the economy, commercial real estate, inflation, retirement, the SECURE Act, cryptocurrency, Social Security, market volatility, and ways to help protect families from the perils of life.

Securities offered through Avantax Investment ServicesSM Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM Insurance Services offered through an Avantax affiliated insurance agency.