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Tax-Loss Harvesting Strategies
Thursday, October 12
2pm ET
Duration: 45 minutes
Investment firms are turning to tax-loss harvesting to mitigate tax impacts and gain a competitive edge. To achieve this, one popular method is through direct indexing, and another is by taking a more personalized approach to complement existing strategies.

Join industry experts as they explore the:

  • Drivers and benefits of direct indexing
  • Considerations of implementing direct indexing strategies
  • Personalized approaches to tax-loss harvesting

If Thursday, October 12, at 2pm ET doesn’t work, register now and we’ll send you a link to the webinar recording once it’s ready.
Please enter your details below to register:
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