Turning Taxes into Opportunities: How Direct Indexing Can Help Drive ValueTurning Taxes into Opportunities: How Direct Indexing Can Help Drive Value
Tuesday, February 25, 2025 | 2:00 PM ET
February 25, 2025
Date: Feb 25, 2025
Time: 2:00 pm EST
Duration: 1 Hr
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Sponsored by Orion
Tax-aware investing strategies can help transform a portfolio from good to great by maximizing after-tax returns and addressing clients’ unique financial needs and circumstances. Join Andy Rosenberger, Head of Custom Indexing for Orion, to learn how direct indexing can empower advisors to provide tax-aware, personalized investment solutions.
Key Takeaways:
Understand the fundamentals of tax-aware investing and why it’s a must-have strategy for advisors.
Discover how direct indexing works and how it creates opportunities for ongoing tax-loss harvesting.
Learn practical tips from a CPA-turned-advisor on how a holistic approach has helped add value for clients and grow his practice.
Explore actionable ways to differentiate your services with customized, tax-aware portfolios.
CFP (live event only), CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour.
Speakers
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