Join us for a 30 minute webinar on Direct Indexing.  Direct Indexing has two objectives: 

1. Provide Index-level returns (obtain returns similar to an Index (ex: S&P 500)
2. Create a tax savings asset to reduce your overall tax bill

The investment objective is higher after-tax returns on your investment compared to less tax efficient investments (Mutual Funds, Exhange Traded Funds (ETFs), etc.)

After registering, you will be sent a Teams Link to join the webinar.

Special Note:  Direct Indexing requires a minimum investment of $100,000 in a taxable account.