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Lunch & Learn: Managing Taxable Investments
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9/17/2019
When: Tuesday, September 17, 2019
12:00 - 2:00 P.M.
Where: Natixis
1251 Avenue of the Americas
4th Floor
New York, New York  10020
United States
Contact:


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Lunch & Learn: Managing Taxable Investments

 

 

NEW!  Join us for the first in a series of interactive Lunch & Learn sessions this fall.  These are CE credit sessions hosted by our partners and designed to deliver you quality continuing education--no sales pitches here!  Attend a luncheon followed by the presentation. 

 

Our first session is hosted by Natixis and features a presentation on managing taxable investments.  Space is limited to 25 attendees.

 
LEARNING OBJECTIVES:

  • Discuss how taxes may impact investment portfolios and the impact of the Tax Cuts and Jobs Act;
  • Explain the factors that drive tax efficiency
  • Compare and contrast common investment vehicles
  • Describe techniques that can be employed to mitigate the impact of taxes and enhance clients’ after-tax returns
  • Discuss municipal bond tax considerations

 

Lunch will be served.

  

Speaker: More information coming soon.


Continuing Education Credits:
Approved for 1 CE credit for CFP®, CAIA, and CIMA designations.  Eligible for CPE credit for NY licensed CPAs. CTFA credits are self-reported.

Registration Fees:
FPA Members Only - Free

 

With thanks to our meeting host:


CONTACT FPA of Metro NY

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CONNECT

Financial Planning Association of Metro New York

535 Fifth Avenue, 4th Floor
New York, NY  10017
Email: info@fpametrony.org

Phone: 800-322-4237 ext. 7187

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