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Optimizing Your Tax Strategy & Surviving Market Volatility

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money in Retirement

Your Event Date & Time:

- Tuesday, January 16 at 6:30 p.m. EST

- Thursday, January 18 at 12:00 p.m. EST

- Thursday, January 18 at 6:30 p.m. EST

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Thank you for registering for our upcoming webinars. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].

Webinar Date & Time:

– Tuesday, January 16 at 6:30 p.m. EST

– Thursday, January 18 at 12:00 p.m. EST

– Thursday, January 18 at 6:30 p.m. EST

Please join the webinar 5-10 minutes in advance to avoid any disruptions once the presentation begins.

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You will receive an email confirmation from [email protected] with your registration details and the link to join the webinar. Please add this email address to your contact or safe sender list, as you will not be able to join the presentation without your unique link. We will also send you reminder emails as the event draws nearer.

If you do not receive the confirmation email, check your spam or promotions folder and make sure you add [email protected] to your contact list.

We look forward to speaking with you!

Steve Ward
Aletheia Advisory Services, LLC

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Securities offered through D.H. Hill Securities, LLLP, member FINRA/SIPC. Investment Advice is offered through Belpointe Asset Management, LLC, 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521. It is important to read our disclosures available at this link https://belpointewealth.com/disclosure/ Belpointe Asset Management, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC). Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov. Registration with the SEC should not be construed to imply that the SEC has approved or endorsed quali?cations or services Belpointe Asset Management offers, or that its personnel possess a particular level of skill, expertise or training. Belpointe Asset Management mainly provides investment advice to individual investors.

All investments carry a degree of risk, and there can be no assurance that the future performance of any specific investment or investment strategy proposed or implemented by a representative of Belpointe Asset Management LLC will be profitable or achieve proposed investment objectives. Past performance should not be considered indicative of future results.

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.