Most high-net-worth investors plan to transfer wealth. In this webcast, Nuveen will help advisors implement a repeatable, scalable framework for offering these – and all clients – highly personalized guidance with wealth transfer planning.

Key takeaways:

• Articulate the value of wealth transfer planning to clients
• Adopt a process for providing each client a personalized path
• Identify and leverage opportunities to provide additional value throughout the process

Sponsors of this webcast may contact registrants. This webcast is intended for financial professionals only.

Nuveen’s tax optimization program equips advisors with the tools and knowledge they need to take tax awareness to the next level and offer strategic tax planning that delivers measurable value to clients. The program includes a thorough review of current tax policies and provides a proven, client-centric process for designing and implementing customized tax strategies for specific situations and goals.

Key themes include:

• Current tax policies and their impact on investors
• Tax-optimization strategies for wealthy individuals and business owners
• How a multi-year approach to tax planning may maximize optimization

Sponsors of this webcast may contact registrants. This webcast is intended for financial professionals only.

From shifting interest rate dynamics and credit fundamentals to emerging sector trends and tax considerations, this forward-looking discussion provides strategic insights for navigating the road ahead in 2026.

Key themes include:

• Fed rate cuts unlock massive cash rotation
• Record supply wave meets surging reinvestment demand
• Steepest yield curve in years rewards duration extension
• Federal policy shifts create differentiation opportunities
• Record reserve levels anchor credit resilience

Join Dan Close, Head of Nuveen Municipals, and Margot Kleinman, Director of Research, as they reflect on 2025 and provide a roadmap to navigating municipal bond markets in 2026.

Exclusive in-depth discussions with Nuveen Real Estate’s senior leaders as they discuss real estate market trends and relevant sectors

Join Nuveen Real Estate’s Bill Abramowitz, Portfolio Manager, Healthcare and Alternatives Strategy, and NexCore’s CIO Michael Ray, for an in-depth discussion on how the surge of Americans entering retirement age is driving the demand for healthcare oriented real estate, including senior living and medical outpatient facilities. NexCore Group is a national real estate development firm specializing in healthcare facilities by creating spaces that support modern care.

Questions may be submitted during registration to be addressed during the webinar.

Exclusive in-depth discussions with Nuveen Real Estate’s senior leaders as they discuss real estate market trends and relevant sectors

Real estate values have stabilized and powerful megatrends are driving sustained demand for necessity real estate.

Join Nuveen Real Estate’s Donald Hall, Global Head of Research, and Daniel Manware, Director of Research, as they explore how Nuveen’s global research platform identifies alpha-generating opportunities across the risk spectrum, from resilient real estate debt to supply-constrained living sectors.

Questions may be submitted during registration to be addressed during the webinar.

High-net-worth clients often face complex wealth events that create meaningful tax challenges, from business sales to concentrated stock positions. In these moments, traditional methods may not be enough to meaningfully improve after tax outcomes.

Learn how forward-thinking advisors are incorporating tax-advantaged/long short strategies, providing them additional opportunities to harvest losses, improve tax efficiency and stay aligned with long-term investment objectives.

Key Takeaways:

• Increase measurable after-tax value to affluent clients
• Navigate complex wealth events with greater flexibility
• Differentiate your practice through sophisticated solutions

Join us to discover how advanced tax optimization is helping advisors position their practice as a destination for affluent investors seeking smarter, more intentional wealth planning.

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.