Broker Check
24 June
Private Monthly Briefing: Tax-Managed Investing

Description

Join us on Thursday, June 24th at 11:30am PST to hear Rob Kuharic, director of tax managed solutions at Russell investments, discuss tax management strategies to help you keep more of your investment portfolio. Taxes matter and tax-managed investing can make a meaningful difference over the course of your investment time horizon.

In this presentation you’ll gain insight on:

  • Why taxes matter and their likely impact on your investment returns
  • Approaches to evaluating tax-managed investing
  • The opportunity to improve after-tax wealth
  • And much more…

As director of tax managed solutions, Rob oversees key aspects of the implementation of tax management in client portfolios for Russell Investments. Additionally, Rob is a keynote speaker for Russell Investments and frequently presents to the media, industry professionals, and clients.

We’re very excited to have Rob join us for our private briefing, and we hope you can make it.

CRN-3632202-061421

Date and Time

Thu, Jun 24, 2021

11:30a - 12:45p PST

Location

Zoom Webinar

PT1H15M
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