There is still time to register for this free webinar on Monday, June 11, at 3 p.m. PDT.
THE DIRECT INDEXING REVOLUTION Many of you know that I have long been involved with Orange County Advisors in Philanthropy (OC AiP), which is hosting a FREE WEBINAR ON JUNE 11 @ 3 P.M. FOR CPAs AND FINANCIAL ADVISORS on how direct indexing is becoming a solution of investors seeking better portfolio management and after-tax returns. Tax-loss harvesting is a key feature of direct indexing and has seen an evolution of approaches. Take advantage of this session (which includes C.E. credits) by registering at www.ocaip.org or directly at https://lnkd.in/dX5-jMTy #FianancialAdvisor #CPA #WealthManagement #Portfolio #DirectIndexing #Webinar #ContinuingEducation