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FREE WEBINAR: Nov 12 11am PST / 12PM CST
OPTIMIZING YOUR AFTER-TAX RETURNS WEBINAR
Don't let the tax tail wag the investment dog

Do you seek a tax-free income? Do you live in a state with a high income tax? Do you seek a customized portfolio for your individual needs? 

Attend this webinar to learn from the co-founders of AWM Capital on how to maximize your after-tax returns through strategies such as Selective State Municipal Bonds.




FREE WEBINAR: NOV 12 11AM PST / 1PM CST

OPTIMIZING YOUR AFTER-TAX RETURNS WEBINAR
Don't let the tax tail wag the investment dog
Do you seek a tax-free income? Do you live in a state with a high income tax? Do you seek a customized portfolio for your individual needs?
Attend this webinar to learn from the co-founders of AWM Capital on how to maximize your after-tax returns through strategies such as a Selective State Municipal Bonds.
Erik Averill, CFP®, CPWA®, CKA®
Partner, Co-Founder
AWM Capital
Justin Dyer, CFA®, CFP®
Chief Investment Officer
AWM Capital
Brandon Averill, CFP®, CPWA®, CIPM
Managing Partner, Co-Founder
AWM Capital
DATE/TIME
Thursday, November 12, 2020
10:00am PST / 12:00pm CST
LIMITED AVAILABILITY
Secure your spot today!
DATE/TIME
Thursday, July 1, 2018
7:00pm EST
WEBINAR PRESENTER
Erik Averill
Partner, Co-Founder
AWM Capital
WEBINAR PRESENTER
Brandon Averill
Managing Partner, Co-Founder
AWM Capital
LIMITED SPOTS AVAILABLE
Secure your spot today!

WHAT YOU'LL LEARN

No one enjoys paying taxes, however your main goal shouldn't be to avoid taxes altogether, but rather to maximize the net-returns. The typical approach to maximizing an investor's tax free income has been to isolate the portfolio to municipal bonds in an investor's resident state.
However, limiting an investor's portfolio to their resident state municipals misses the mark of achieving their goal of maximizing their returns.
The good news is that there is a better way. In this free webinar, you'll hear from AWM Capital co-founders Brandon Averill, CFP®, CPWA®, CIPM and Erik Averill CFP®, CPWA®, CKA® on the following strategies:
  • What: The Selective State Municipal Bond Strategy aims to offer higher expected returns through optimizing municipal bonds across all 50 states, 5 territories and the District of Columbia.
  • ​Strategy: This fund primarily targets states where municipal bonds may offer higher expected returns and pursues higher expected returns across full investment grades (AAA to BBB-).
  • ​Duration: The duration is adjusted in pursuit of higher expected returns
  • ​​Planning: The strategy is sensitive to capital gains and turnover.
"It's 10% having a good idea, and 90% implementing that idea and making it work."
Robert Merton, 1997 Nobel Laureate
FREE WEBINAR
OPTIMIZING YOUR AFTER-TAX RETURNS webinar
Thursday, NOVember 12, 2020  •  11:00Am PST / 12:00PM CST
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Hear more about the value of our advice and how you can realize maximized after tax returns by attending this webinar.
Limited spots available!

ABOUT AWM CAPITAL

You are the best at your craft. As an elite high performer you optimized your health and business to fulfill your full potential. 

Don’t you deserve the same from those you trust with your wealth?

As former professional athletes and founders we leveraged what we know it takes to become elite and built an advisory firm that delivers the full potential of your wealth.  

We are the next generation of leaders for professional athletes, founders and venture capitalists alike.

OUR PODCAST
AWM INSIGHTS

AWM INSIGHTS podcast is our weekly bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Brandon Averill, Erik Averill and Justin Dyer of AWM Capital.

Hear more about the tax-efficient investing, selective state municipal bonds and more.

© Copyright 2020  - All Rights Reserved, AWM Capital
Copyright © 2020 Athlete Wealth Management (AWM) is a division of AWM Capital, LLC a Registered Investment Advisor. AWM Capital, LLC only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. INVESTMENTS & WEALTH INSTITUTE is a service mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. CPWA®, and CERTIFIED PRIVATE WEALTH ADVISOR® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. © 2020 Investments & Wealth Institute
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