Broker Check
06 March
Wealth Webinar Wednesday | Direct Indexing


Please join us for our upcoming webinar as we discuss Direct Indexing.

We will be learning about how owning individual stocks that track the S&P 500 can be more adventitious from a tax perspective than owning single funds. We will also learn about the power of Direct Indexing and the tax strategies behind it.

Feel free to invite your friends and family. RSVP today to save your seat.
Our Webinar will be hosted via Zoom at the following link.

Date and Time

Wed, Mar 06, 2024

5:30p - 6:30p MST


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