15 JUNE 2021
9:00a - 9:05a
Welcome Remarks
Dee Littrell – Investor Relations
9:05a - 9:25a
Strategic Overview
Chris Walters – President & CEO
9:25a - 9:45a
TaxAct & Software
Curtis Campbell – President, TaxAct & Software
9:45a - 10:15a
Q&A
10:15a - 10:25a
Break
10:25a - 10:45a
Avantax Wealth Management
Todd Mackay – President, Wealth Management
10:45a – 11:05a
Financial Overview
Marc Mehlman – Chief Financial Officer
11:05a – 11:55a
Q&A
11:55a – 12:00p
Closing Remarks
Chris Walters – President & CEO