TAX EFFICIENT INVESTING | Complimentary CPE/CE Event

Taxes are increasing. We all know it; we just don’t know how far or how fast they’ll rise.  But even at current modest rates, the tax impact on a portfolio can often eclipse a manager’s outperformance.  It’s not simply what you make, but what you keep that matters.

At this exclusive event, you will gain knowledge on the impact of taxes on investment returns and the strategies and management tools that can contribute significantly to an investor’s success over time.  The now prevalent wild swings in the market are leaving investors stunned, yet that very volatility makes for fertile ground in improving after tax returns.

Earn valuable CPE credit over breakfast while we discuss:

• The tax drag on investment returns

• Measuring tax efficiency

• Tax management tactics

• Balancing risk and taxes 

• Tax-friendly portfolio transitions

• Embracing volatility

Space is limited.

Breakfast Included

Complimentary self-parking is available in hotel parking structure.

*One hour of CPE credit approved.  CPE credit not required to attend seminar.  One hour of CE credit for CFPs pending approval.