For February, we will be welcoming Nationwide and a discussion on Creating Alpha Through Tax Cost Ratios.  A brief presentation by Victo Yates, Regional Vice President with Nationwide outlining several methods that advisors can add value to their clients through asset location. Among these methods is the ability to reduce tax cost ratio on assets already held by your clients, immediately increasing their return.

Members: $20
Nonmembers $30
Students $10

1 hour CFP

REGISTER NOW

More about our speaker:

Victor began his career in personal production and qualified for Rookie of the Year, MDRT, the National Quality Award from NAIFA. He transitioned to management role where he recruited, trained, mentored and developed advisors and then a point-of-sale wholesale distribution role for a national broker-dealer and RIA.

This background uniquely translates to Nationwide Advisory. Victor brings practical, real-world solutions to advisors focused on holistic financial planning to the clients they serve.

Victor supports his partners with:

•  Non-Qualified Tax Efficient Retirement Planning
•  Legacy and Estate Planning
•  Alternatives to Private Placement
• •Policy Reviews and Analysis

As a Regional Vice President supporting Nationwide’s Advisory Life Distribution, he’s responsible for supporting RIA’s and Investment Advisors nationally. He is available for practice and case consults, group trainings and client presentations.

Victor lives in Pittsburgh, PA with his wife Amy and their three daughters; May, Abby & Kate. He is a Formula 1 fan, gravel bike rider, beer league hockey player, Penn State grad, and fan of all things Pittsburgh.