Live Online — November 18, 2025 | Only 100 Seats
Tax & Wealth Strategies Webinar for High-Net-Worth Investors
Tax & Wealth Strategies Webinar for High-Net-Worth Investors
Tax & Wealth Strategies Webinar for High-Net-Worth Investors
Every year, high net worth investors lose thousands of dollars,
not because of bad investments, but because of bad tax strategy.
Learn how the wealthy legally protect, grow, and transfer their wealth so more of it stays in their family.
Hosted by Nation Wide Trust Finance, LLC, this private online event brings together leading professionals in tax planning, investment strategy, and wealth transfer.
You’ll gain insight into how experienced investors and advisors structure portfolios to balance growth potential with protection, and how strategic tax planning can help preserve more of what you earn.
Hosted by Nation Wide Trust Finance, LLC, this private online event brings together leading professionals in tax planning, investment strategy, and wealth transfer.
You’ll gain insight into how experienced investors and advisors structure portfolios to balance growth potential with protection, and how strategic tax planning can help preserve more of what you earn.
Hosted by Nation Wide Trust Finance, LLC, this private online event brings together leading professionals in tax planning, investment strategy, and wealth transfer.
You’ll gain insight into how experienced investors and advisors structure portfolios to balance growth potential with protection, and how strategic tax planning can help preserve more of what you earn.
What You’ll Learn
What You’ll Learn
What You’ll Learn
Inside the session, you’ll discover:
Oil and Gas Development Programs
How certain sectors may offer unique deductions under current tax law.
Retirement Plans for the Business owner
401k, Solo K, SEP, Simple IRA's
Opportunity Zones:
How reinvesting gains in qualified zones may unlock tax advantages.
REITs & Passive Real Estate:
How professionals approach real estate exposure with liquidity.
Tax-Efficient Portfolios:
Building portfolios designed to optimize after-tax returns.
1031 Exchanges and Opportunity Zones
How reinvesting gains in qualified zones may unlock tax advantages.
The step-by-step framework to defer capital gains when selling property.
Tax-Efficient Portfolios
Building portfolios designed to optimize after-tax returns.
Annuities
How they can combine protection, growth potential, and income.
Why Attend
Why Attend
Why Attend
Why Attend
Why Attend
Most people focus on making money, few learn how to keep it.
This live session will show you how experienced investors and financial professionals integrate tax strategy, portfolio structure, and legacy planning into one cohesive wealth system. Whether you’re preparing for year-end, planning a sale, or simply want to stop money from slipping through tax cracks, this webinar will give you a clear, actionable roadmap to protect, grow, and transfer your wealth with intention.
Most people focus on making money, few learn how to keep it.
This live session will show you how experienced investors and financial professionals integrate tax strategy, portfolio structure, and legacy planning into one cohesive wealth system. Whether you’re preparing for year-end, planning a sale, or simply want to stop money from slipping through tax cracks, this webinar will give you a clear, actionable roadmap to protect, grow, and transfer your wealth with intention.
Learn frameworks trusted by experienced financial professionals.
Understand the connection between tax efficiency and long-term wealth growth.
Gain practical insights you can discuss with your own CPA or advisor.
Receive exclusive post-event materials to continue your learning.
Bonus: Attendees get private access to the replay and follow-up resource pack.
Your Speakers
Your Host:
Anton Alzein
Your Host:
Anton Alzein
Accounting & Tax Advisor,
Nation Wide Trust Finance, LLC
Accounting & Tax Advisor,
Nation Wide Trust Finance, LLC
A recognized professional in tax strategy and wealth optimization. Anton has spent years helping clients structure portfolios and estates with an emphasis on protection, performance, and compliance.
A recognized professional in tax strategy and wealth optimization. Anton has spent years helping clients structure portfolios and estates with an emphasis on protection, performance, and compliance.
Guest Speaker:
Michael Payne
Guest Speaker:
Michael Payne
Investment Advisor
Solutions Group Wealth Management, LLC
Investment Advisor
Solutions Group Wealth Management, LLC
A licensed Wealth Management Advisor with deep expertise in holistic financial planning, Michael helps clients align investments, insurance, and tax planning into one cohesive strategy.
A licensed Wealth Management Advisor with deep expertise in holistic financial planning, Michael helps clients align investments, insurance, and tax planning into one cohesive strategy.
Testimonials
Testimonials
Testimonials
What Past Attendees Are Saying
Discover how we’ve driven growth and innovation.
"Everything finally clicked. For the first time, I understood how taxes, investing, and legacy planning actually connect.”
"Everything finally clicked. For the first time, I understood how taxes, investing, and legacy planning actually connect.”
"Everything finally clicked. For the first time, I understood how taxes, investing, and legacy planning actually connect.”
"Anton and Michael made complex wealth strategies simple. Highly recommend this before year-end.
"Anton and Michael made complex wealth strategies simple. Highly recommend this before year-end.
"Anton and Michael made complex wealth strategies simple. Highly recommend this before year-end.
"Straightforward and simple. They explained what my accountant never took the time to."
"Straightforward and simple. They explained what my accountant never took the time to."
"Straightforward and simple. They explained what my accountant never took the time to."
Reserve Your Spot
Reserve Your Spot
Reserve Your Spot
Seats are limited to 100 attendees to keep this session interactive and high-value.
Reserve now to secure your access before registration closes.
Seats are limited to 100 attendees to keep this session interactive and high-value.
Reserve now to secure your access before registration closes.
Seats are limited to 100 attendees to keep this session interactive and high-value.
Reserve now to secure your access before registration closes.
📅 Date: November 18, 2025
🕒 Time: 6:30 PM EST
💻 Location: Live Online
📅 Date: November 18, 2025
🕒 Time: 6:30 PM EST
💻 Location: Live Online
📅 Date: November 18, 2025
🕒 Time: 6:30 PM EST
💻 Location: Live Online
This webinar is for educational purposes only. The information presented does not constitute financial, legal, or tax advice, nor an offer or solicitation for any investment.
Always consult qualified professionals regarding your personal situation before implementing any strategy
*(1) Must meet accreditation standards of 1,000,000 Net Worth or 200,000 annual Income for a single filer or 300,000 for couple
**(2) Mini Accreditation is 70,000 annual income or 250,000 liquid net worth.
This webinar is for educational purposes only. The information presented does not constitute financial, legal, or tax advice, nor an offer or solicitation for any investment.
Always consult qualified professionals regarding your personal situation before implementing any strategy
*(1) Must meet accreditation standards of 1,000,000 Net Worth or 200,000 annual Income for a single filer or 300,000 for couple
**(2) Mini Accreditation is 70,000 annual income or 250,000 liquid net worth.
This webinar is for educational purposes only. The information presented does not constitute financial, legal, or tax advice, nor an offer or solicitation for any investment.
Always consult qualified professionals regarding your personal situation before implementing any strategy
*(1) Must meet accreditation standards of 1,000,000 Net Worth or 200,000 annual Income for a single filer or 300,000 for couple
**(2) Mini Accreditation is 70,000 annual income or 250,000 liquid net worth.