WEBCASTS
Seek to Minimize Your Clients’ Tax Bills With ETFs
While picking the right investments for your clients based on their investment goals is critical, it is equally important to apply an effective tax management strategy to help them maximize their portfolio’s return potential.
In the next webcast, Invesco and VettaFi will outline effective tax management practices that can potentially assist you in adding additional value to your clients by helping them keep more of what they earn.
SUMMARY
Topics will include:
- Portfolio management best practices in a down market
- What is tax loss harvesting and how to apply the strategy through fund investments
- Effective ways to minimize exposure to fund-driven capital gains distributions
- Potential swap ideas using ETFs and ways to implement
Accepted for one hour of CFP/CIMA 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.
SPEAKERS
John Q. Frank, CFA
Head of ETF SpecialistsInvesco
Nick Kalivas
Head of Factor & Core Equity ETF Product StrategyInvesco
Brad Smith, CFA
Director of ETF ResearchInvesco
Tom Lydon
Vice ChairmanVettaFi
Disclaimer
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Important Disclosures
Invesco does not offer tax advice. Please consult your tax adviser for information regarding your own personal tax situation
Invesco is not affiliated with VettaFi.
Invesco Fund Risks and Prospectuses
Invesco Distributors, Inc. 08/22 NA2340417