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UPCOMING

Weekly ATS Zoom Events

Tuesdays - Various Topics

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Meeting ID: 843 2339 8239

 

Join By Dialing in on Your Phone:

669 900 6833 US

Wednesdays - 7 Biggest Mistakes Seminar

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Meeting ID: 897 7077 3729

 

Join By Dialing in on Your Phone:

669 900 6833 US

Thursdays - Advanced Workshop Seminar

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Meeting ID: 828 1376 3810

 

Join By Dialing in on Your Phone:

669 900 6833 US

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To know more about our seminars click on the tiles below.

Proper planning & education can help ensure that your desires become reality for future generations,

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This seminar will illustrate some strategies that may be appropriate for minimizing gift & estate tax.

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Learn more about today's market and economic conditions. Guest speakers include economists and other specialists.

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REGULAR  HOURS 

 Monday to Friday

8am - 5pm  

CONTACT & LOCATIONS

ATS San Diego

(858) 643-5757
5435 Oberlin Drive, Suite 200
San Diego, CA 92121

BY  APPOINTMENT 

 Monday to Friday

8am - 5pm 

ATS Palo Alto

(650) 243-2224

  © 2019 ATS Advanced Trustee Strategies, Inc.  

Copyright 2022 ATS Financial.

Avantax® affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all the investments and services mentioned are available in every state. The Avantax® family of companies exclusively provide investment products and services through its representatives. 

 

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠ and/or ATS Wealth Management. Insurance services offered through an Avantax® affiliated insurance agency and/or Varma Insurance Marketing Strategies. CA 0790710. CA 0824744. CA 0H50923. ATS Wealth Management is not affiliated with Avantax®. 

Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting, or legal services, Avantax® representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

 

Content, links, and some material within this website may have been created by a third party for use by an Avantax® affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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