tRx provides our members with a significant discount, so if you would like to learn more about the company’s products and other offerings, please attend this free webinar.
How to Run an RIA Utilizing Tax-Efficient Investment Techniques
Knowing the tax rules just puts you in the game. To succeed at managing a practice utilizing tax-advantaged investment techniques, however, you need to know how to implement tax-driven techniques across all your client portfolios efficiently. Knowing the tax rules and how to execute them across hundreds of clients and accounts are two totally different skill sets.
After registering, you will receive a confirmation email containing information about joining the webinar.
Register now! https://attendee.gotowebinar.com/register/648119588591538178
Please note that this webinar is hosted by tRx. All registrants who are not able to attend will receive an auto follow-up email 1-day after the webinar with the recording.