Join Worth Asset Management in a free webinar and find out.

When: June 17, 2021, at 12:00 PM or 7:00 PM

This event will be a 30-minute virtual workshop on Zoom

Learn about the proposed tax code changes that could impact you.

  • Potential Tax Changes
  • Potential Estate Planning Changes
  • Other Potential Changes
  • Actions you may consider if the bill passes
  • Live Q&A

There is limited space for this event, so if you have friends or family who would like to participate, send us their name and email address, and we will send them the invitation.

To reserve a space, send your name, email, and which Zoom meeting you would like to attend to You will then receive an email with the Zoom link.


See you there!

About Worth Asset Management

Worth is an independent and diversified financial services company providing a wide range of wealth management services to help clients build wealth no matter where their financial journey begins.

Worth Asset Management is an RIA (Registered Investment Advisor) firm. Expert financial services include retirement planning, asset & portfolio management, and investment management.

Worth Asset Management
16660 Dallas Parkway
Suite 2200
Dallas, TX 75248-6808

Tel: 877-397-7011

Disclosure: Worth Asset Management is a Registered Investment Adviser with the state of Texas. The commentary does not constitute individualized investment advice. The comments and opinions offered herein are not personalized recommendations to buy, sell, or hold securities.

Worth Asset Management – “Financial Advice Worth Talking About!”

Jim Clark

Jim Clark

I have been managing client's portfolios since 1983 when I moved to the Dallas area. I am a co-founder, managing member, and investment advisor with Worth Asset Management since its inception in 2013. I live in Frisco with my beautiful wife, Julie. We have two daughters who live in Dallas, and we love spending time with them, our son-in-law, and our grandchildren. My hobbies are golf, tennis, and hunting feral hogs that are a real nuisance to area farmers and ranchers.

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