The Advisor Table
Where wealth and financial advisors connect investment decisions with tax strategy.
A Continuing Conversation
The Advisor Table is a recurring private briefing and community for wealth managers, financial advisors, CFPs, and financial planners with ongoing relationships with successful individuals, families, and business owners. Explore when sophisticated tax planning belongs in the client’s broader financial plan.
Stay at the Table
Get Advisor Table invitations, case studies, and tax-planning insights for wealth and financial advisors serving clients with complex financial lives.
By joining, you agree to receive Advisor Table invitations, case studies, and advisor-focused tax-planning insights by email. You may unsubscribe at any time. Individual events have separate registration.
October 7: Year-End Planning
October 7, 2026
1:00–1:45 PM Eastern · Live on Zoom
For wealth managers, financial advisors, CFPs, and financial planners.
Explore portfolio gains and losses, concentrated positions, liquidity events, charitable and retirement planning, business-owner clients, and real estate.
Register below for this session. Meeting access appears after registration. The ongoing community signup is optional and separate.
Registering reserves your place for the October 7 session and sends your confirmation by email. Joining the ongoing Advisor Table community is optional and separate.
Strengthen Your Client Relationships
Your ongoing client relationship is central. Haven Lane works collaboratively with the client’s existing wealth or financial advisor, bringing a tax-strategy perspective to complex planning decisions.
The Advisor Table helps you connect investment strategy and tax strategy, recognize opportunities earlier, and bring better advice to the clients you already serve.
Think of Haven Lane as a resource you can bring into a complex client situation while continuing to lead the financial-advisory relationship.
Planning Beyond the Return
Tax strategies, planning opportunities, and insights for people with more complex financial lives.
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