Broker Check
26 May
Private Monthly Briefing: Tax-Managed Investing

Description

Join us on Thursday, May 26th at noon 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 throughout 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. Sign up below.

Rob Kuharic and Russell Investments are not affiliated with Continuum Consulting Group/Lincoln Financial Advisors. CRN-4728547-050522 

Date and Time

Thu, May 26, 2022

12:00p - 1:00p PST

Location

Zoom Webinar

PT1H
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