October 20 – Tax optimization strategies for wealthy clients – Nuveen- 1 CE Credit

 Tax optimization strategies for wealthy clients by Nuveen

Registration is complimentary for financial advisors.

Summary: 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. More...

Date: Monday, October 20, 2025

Time: 4:00 PM Eastern Daylight Time

Duration: 1 Hour

Complimentary CE credit for financial advisors.