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.