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Contact Us

Previous Webinars

The Purest Form of Alpha
The Economic Value of Harvesting Tax Benefits with Passive ETFs

Date: Thursday September 20

Time: 4:00PM EST

Please note: For financial professionals only, business e-mail address is required in order to log in.

This one hour program is designed for financial advisors and tax professionals seeking a detailed discussion of strategies to improve the after-tax performance for investors that own passive indices.  The total number of ETFs in the U.S. now exceeds 2,200 which provides a broad and deep “tool kit” for building tax efficient portfolios. We will discuss how to generate tax alpha by using sector ETFs to replicate the S&P 500 and simultaneously harvest tax losses throughout the calendar year.

Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA® and CPWA® certifications.

Click Here to Register

Loss Harvesting 2.0:
Improving After-Tax Outcomes for Wealthy Clients

Date: Thursday April 26
Time: 4:15PM EST

Please note: For financial professionals only, business e-mail address is required in order to log in.

If you didn’t get the chance to join us on Thursday, April 26th for a discussion of new Tax Alpha strategies, click the link below to contact us and receive the presentation.

Click Here to Contact Us