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.
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 SpecialistInvesco
Chris Dahlin
Factor & Core Equity Strategist, ETFs and Indexed StrategiesInvesco
Justin Danfield
Fixed Income ETF StrategistInvesco
Todd Rosenbluth
Head of ResearchVettaFi
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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.
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