2022: The Greatest Advisor Opportunity in 14 Years – if You Act Now

OCTOBER 20, 2022

Sure, 2022 has been a challenging year. Both stocks and bonds are down – which hasn’t happened since the Credit Crisis of 2008. That makes 2022 the best opportunity in 14 years for you to show your clients that you offer outstanding value!

That’s right! Mutual funds and ETFs will soon be issuing their annual capital gains distributions. And this year’s CGDs will be unusually high, due to portfolio turnover caused by 2022’s market volatility. This gives you a great opportunity to help your clients, reinforce your value!

How? By showing your clients how they can avoid capital gains taxes, using tax loss harvesting strategies. With year-end fast approaching, now is the time for you learn how to use these strategies, so you can convert 2022 into the best client retention and asset-gathering year you’ve had in more than a decade.

Join Ric Edelman for a special webinar with Michael Lane of BlackRock. They will show you how you can help your clients reduce their tax liabilities and increase client loyalty. This is a must-attend webinar! Join us on Oct 20 at 1pm!

1 CE credit is being applied for

Sponsored By:

iShares is a registered trademark of BlackRock, Inc. © 2022 BlackRock, Inc. All Rights Reserved.

Featured Speakers

Ric Edelman

Ric Edelman



Sean Ristau

Michael Lane

Head of iShares U.S. Wealth Advisory


Sean Ristau

Daniel Prince

Head of iShares U.S. Wealth Advisory Product Consulting



“In my 34 years as an advisor, I’ve attended many educational events. This was easily one of the best and most useful.”
Kevin Bourke, President
Bourke Wealth Management

Event was fantastic, lots of info. Really opened my eyes to the legitimacy of digital assets.
Stan Emery, IAR
Cambridge Investment Research

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Michael Dunne, Financial Advisor
Cereus Financial Advisors, LLC

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Diane Weyrick, Advisor
DWM Financial, LLC

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Robert Dwyer, CIO
Chancellor Financial

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John Davis, Executive Director
Edelman Financial Engines