With tax hikes on the horizon, tax-efficient investing is more crucial than ever—especially for your high-net-worth clients. As your clients’ trusted source for investment advice, it’s essential that you be up on the latest trends and strategies. To help you accomplish this important task, Jefferson National has released a timely new whitepaper on how tax deferral can increase the performance of tax-inefficient investments by as much as 100 bps, simply by shifting the location of assets between tax-deferred and taxable vehicles. And this enhanced performance comes without any subsequent increase in risk!

During this complementary web seminar, industry experts will explain how you can create the “Tax-Efficient Frontier” by:

• Understanding different assets’ tax characteristics
• Using a client’s investment time horizon to determine asset location
• Considering products designed for tax deferral

Speaking panel:

• David Lau, Chief Operating Officer, Jefferson National
• Stephen Blumenthal, President/CEO, CMG Capital Management Group, Inc.
• Kane Cotton, Portfolio Manager & Chief Investment Strategist, Capital Allocation & Management

As a bonus, all session attendees will receive a copy of the whitepaper, “The Tax-Efficient Frontier: Improving the Efficient Frontier with the Power of Tax Deferral.”

Reserve your space today for this educational online event!

Sponsored by: