Seek to Minimize Your Clients’ Tax Bills With ETFs
Managing a portfolio is about more than finding investments that do well – it’s about minimizing expenses as well. Advisors need to leverage tax-efficient investment strategies to help client’s reach their goals.
Join the experts at Invesco and VettaFi to learn how to help mitigate your clients’ tax bills.
Topics will include:
- Portfolio management best practices.
- Minimize exposure to fund-driven capital gains distributions.
- How tax loss harvesting works
- Tax efficient investing with ETFs
Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
Brad Smith, CFADirector of ETF Research
Lili Jiang, CIMAETF and IS Specialist
Ryan McCormackFactor & Core Equity Strategist
Tom LydonVice Chairman