WEBCASTS

Tax-efficient investing with ETFs: A Q4 strategy

Minimizing tax liabilities is a critical concern for investors. Understand the implications of capital gains distributions and tax loss harvesting strategies to help minimize the impact of taxes on your clients' portfolios.

Join the experts at Invesco for an educational webcast exploring strategies and ETFs for tax optimization.

October 10, 2024
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Topics will include:

  • How to manage capital gains and help minimize their impact on your clients' portfolios
  • The unique potential tax advantages of ETFs
  • Actionable strategies and tools for tax optimization during Q4

This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, and the American College of Financial Services.

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

John Ferris

Senior ETF Specialist
Invesco

Chris Dahlin

Factor & Core Equity Strategist, ETFs and Indexed Strategies
Invesco

Justin Danfield

Fixed Income ETF Strategist
Invesco

Todd Rosenbluth

Head of Research
VettaFi

Disclaimer
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Important Disclosures

FOR INSTITUTIONAL INVESTOR USE ONLY – NOT FOR THE USE WITH THE PUBLIC

NOT A DEPOSIT | NOT FDIC INSURED | NOT GUARANTEED BY THE BANK MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL AGENCY

Before investing, consider the Fund’s investment objectives, risks, charges and expenses. Visit invesco.com/fundprospectus for a prospectus/summary prospectus containing this information. Read it carefully before investing.

This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.

Invesco does not provide tax advice. Investors should always consult their own legal or tax professional for information concerning their individual situation.

Invesco is not affiliated with VettaFi.

This email has been sent on behalf of Invesco Ltd. or an Invesco affiliate:
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