Jennifer Larsen, Financial Advisor with Wohlstand Wealth Strategies

Jennifer Larsen, Financial Advisor with Wohlstand Wealth Strategies Financial Advisor offering investment advisory
services through HTK. Facebook Business is unaffiliated with Hornor, Townsend & Kent, LLC (HTK).

Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 800-873-7637, www.htk.com Wohlstand Wealth Strategies, LLC is unaffiliated with HTK. 7971016RG_Jun27

Even if you haven’t inherited assets yet… this matters more than you think 💭The rules around inherited accounts are comp...
05/29/2026

Even if you haven’t inherited assets yet… this matters more than you think 💭

The rules around inherited accounts are complex—and they’re not always explained clearly.

This session will give you a solid understanding before you ever have to deal with it.

📅 June 11
⏰ 12:00 PM – 1:00 PM
💻 Live via Zoom

🔗https://www.library-messages.com/ce842ece-36b4-4d22-a098-89180fa0e7e8/events/understanding-inherited-assets-seminar

This seminar is for educational purposes only and is not intended as financial, tax, or legal advice. Please consult a qualified professional regarding your specific situation.

There’s more than one way to take distributions from inherited assets 👇And the wrong choice could push you into a higher...
05/26/2026

There’s more than one way to take distributions from inherited assets 👇

And the wrong choice could push you into a higher tax bracket.

We’ll cover:
💡 Lump sum vs spread out strategies
📊 How to time withdrawals
💰 Ways to reduce long-term tax impact

📅 June 11
⏰ 12:00 PM – 1:00 PM
💻 Live via Zoom

🔗https://www.library-messages.com/ce842ece-36b4-4d22-a098-89180fa0e7e8/events/understanding-inherited-assets-seminar

This seminar is for educational purposes only and is not intended as financial, tax, or legal advice. Please consult a qualified professional regarding your specific situati

Not all inherited accounts are created equal 👇Traditional IRA = taxed as incomeRoth IRA = potentially tax-freeBrokerage ...
05/22/2026

Not all inherited accounts are created equal 👇

Traditional IRA = taxed as income
Roth IRA = potentially tax-free
Brokerage = step-up in basis

Knowing the difference can save you thousands.

We’ll explain how to actually use this to your advantage.

📅 June 11
⏰ 12:00 PM – 1:00 PM
💻 Live via Zoom

🔗https://www.library-messages.com/ce842ece-36b4-4d22-a098-89180fa0e7e8/events/understanding-inherited-assets-seminar

This seminar is for educational purposes only and is not intended as financial, tax, or legal advice. Please consult a qualified professional regarding your specific situation.

Most people inherit assets… and accidentally create a tax problem 😬We’re walking through exactly how to avoid that.✔ Whe...
05/19/2026

Most people inherit assets… and accidentally create a tax problem 😬

We’re walking through exactly how to avoid that.

✔ When withdrawals are taxed
✔ How timing impacts your tax bracket
✔ What mistakes cost people the most

📅 June 11
⏰ 12:00 PM – 1:00 PM
💻 Live via Zoom

🔗https://www.library-messages.com/ce842ece-36b4-4d22-a098-89180fa0e7e8/events/understanding-inherited-assets-seminar

This seminar is for educational purposes only and is not intended as financial, tax, or legal advice. Please consult a qualified professional regarding your specific situation.

Inherited an IRA or investment account? Here’s what most people don’t realize 👇The way you handle it can impact your tax...
05/14/2026

Inherited an IRA or investment account? Here’s what most people don’t realize 👇

The way you handle it can impact your taxes for the next 10 years.

In this session, we’ll break down:
💡 The difference between Traditional vs Roth vs Brokerage accounts
📊 The 10-year withdrawal rule
💰 How to avoid unnecessary taxes

📅 June 11
⏰ 12:00 PM – 1:00 PM
💻 Live via Zoom

🔗https://www.library-messages.com/ce842ece-36b4-4d22-a098-89180fa0e7e8/events/understanding-inherited-assets-seminar

This seminar is for educational purposes only and is not intended as financial, tax, or legal advice. Please consult a qualified professional regarding your specific situation.

You built it… now make sure you keep more of it 💼✨Selling your business is one of the biggest financial moments you’ll h...
05/13/2026

You built it… now make sure you keep more of it 💼✨

Selling your business is one of the biggest financial moments you’ll have—don’t leave it to chance.

Join us as we walk through how to plan your exit the right way.

📅 May 20, 2026
⏰ 12:00 PM – 1:00 PM
📍 Live via Zoom

We’re excited to collaborate with Reagan Hales of Eminence Strategies to bring you real insight into the process.

🔗https://www.library-messages.com/ce842ece-36b4-4d22-a098-89180fa0e7e8/events/before-after-smart-exit-strategies-for-business-owners

(Zoom link will be provided after registering)

Reagan Hales of Eminence Strategies is unaffiliated with or endorsed by HTK or Wohlstand Wealth Strategies. This seminar is For Educational Purposes Only – Not to be relied upon as financial, tax, or legal advice.

What actually makes a business more valuable? 📈And what could quietly be hurting your sale price?We’re covering both.📅 M...
05/11/2026

What actually makes a business more valuable? 📈

And what could quietly be hurting your sale price?

We’re covering both.

📅 May 20, 2026
⏰ 12:00 PM – 1:00 PM
📍 Zoom Webinar

With guest speaker Reagan Hales of Eminence Strategies.

🔗https://www.library-messages.com/ce842ece-36b4-4d22-a098-89180fa0e7e8/events/before-after-smart-exit-strategies-for-business-owners

(Zoom link will be provided after registering)

Reagan Hales of Eminence Strategies is unaffiliated with or endorsed by HTK or Wohlstand Wealth Strategies. This seminar is For Educational Purposes Only – Not to be relied upon as financial, tax, or legal advice.
Have you reserved a seat yet? RSVP today for Before & After: Smart Exit Strategies for Business Owners. It's going to be great! https://www.library-messages.com/ce842ece-36b4-4d22-a098-89180fa0e7e8/events/before-after-smart-exit-strategies-for-business-owners?email=%recipient.EmailAddress%

We are incredibly honored and grateful to have been selected as a Top 3 finalist for Best of New Braunfels 2026 🤍Thank y...
05/11/2026

We are incredibly honored and grateful to have been selected as a Top 3 finalist for Best of New Braunfels 2026 🤍

Thank you to everyone who voted for us, supports us, trusts us, and continues to allow us to be a part of your lives and financial journeys. Your encouragement and confidence in us truly means more than words can express.

Serving this community is such a blessing, and we are so thankful to be surrounded by such amazing clients, friends, family, and local businesses here in New Braunfels.

Thank you again for your continued support and for being part of our journey 🤍

Thinking about selling your business… even years from now? 🤔What you do today can significantly impact your outcome late...
05/08/2026

Thinking about selling your business… even years from now? 🤔

What you do today can significantly impact your outcome later.

Let’s make sure you’re prepared.

📅 May 20, 2026
⏰ 12:00 PM – 1:00 PM
📍 Live via Zoom

In collaboration with Reagan Hales, M&A Advisor at Eminence Strategies.

🔗https://www.library-messages.com/ce842ece-36b4-4d22-a098-89180fa0e7e8/events/before-after-smart-exit-strategies-for-business-owners

(Zoom link will be provided after registering)

Reagan Hales of Eminence Strategies is unaffiliated with or endorsed by HTK or Wohlstand Wealth Strategies. This seminar is For Educational Purposes Only – Not to be relied upon as financial, tax, or legal advice.

We wanted to create something that felt a little more meaningful this Mother’s Day 💐That’s exactly why we’re hosting Sip...
05/07/2026

We wanted to create something that felt a little more meaningful this Mother’s Day 💐

That’s exactly why we’re hosting Sip & Bloom — a morning to slow down, get creative, and just enjoy the moment.

Hosted by:
Wohlstand Wealth Strategies | Providence Title | Cavanaugh Crew

It’s going to be such a fun mix of creativity and connection 🌸

✨ May 8th
⏰ 10:00 AM – 12:00 PM
📍 391 Landa St, New Braunfels, Tx 78130
We’d love to see you there 🤍

RSVP: https://www.library-messages.com/ce842ece-36b4-4d22-a098-89180fa0e7e8/events/sip-and-bloom-mothers-day-event

Clarisa DeSanto and Eliesha Cavanaugh are unaffiliated with HTK.

Address

391 Landa Street Ste 1116
New Braunfels, TX
78130

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

Telephone

+18303127179

Website

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