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    United Capital Q1 Webinar 2015 – Presentation Handout Materials & Supporting Information

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    Thanks so much for coming to my presentation for the FPA Central Florida 2015 Symposium!

    Presentation Materials

    Click the links/images below to download a copy of the presentation materials:

    Generating Tax Alpha With Effective Asset Location - United Capital Webinar - Apr 13 2015 - Handouts

    Further Reading/Materials

    Asset Location: The New Wealth Management Value - Add For Optimal Portfolio Design?

    The Emerging Next Generation of Variable Annuities - An Asset Location Tool?

    January/February 2014 Newsletter - Exploring the Benefits of Asset Location

    March/April 2014 Newsletter - Advanced Asset Location Strategies

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    Finally...

    Continuing education that actually teaches you something.

     

    Practice management advice and tools relevant for your business.​

    Join 52,045 of your fellow financial

    advicers getting the latest Nerd's Eye View blog

    content as it's released.

     

    Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​