Advanced Tactics for Concentrated Stock Positions

Your concentrated stock position helped build your wealth. But building lasting wealth requires strategic diversification.

Discover the five-path framework that transforms concentrated stock risk into diversified wealth—without triggering massive capital gains taxes.

You'll discover how to:

• Reduce concentrated risk
• Uncover overlooked tax efficiencies
• Diversify without giving up future upside

Join us for this exclusive live event designed for high-net-worth professionals looking to strategically unwind concentrated positions.

Seats are limited—reserve yours today.

Host or Publisher Allworth Financial