📢 Webinar Alert – Earn 1 CE Credit! 📢

💡 Turning Taxes into Opportunities: How Direct Indexing Can Help Drive Value
🗓 Tuesday, February 25, 2025 | 2:00 PM ET

Tax-aware investing isn’t just a strategy—it’s a game-changer. Learn how direct indexing can help maximize after-tax returns and create personalized investment solutions for your clients.

Join Andy Rosenberger, Head of Custom Indexing for Orion, as he shares expert insights on:
✅ The fundamentals of tax-aware investing and why it’s a must-have strategy
✅ How direct indexing enables ongoing tax-loss harvesting
✅ Real-world examples of how a CPA-turned-advisor uses tax-aware investing to grow his practice
✅ Actionable ways to stand out with customized portfolios

🎓 Bonus: This webinar is approved for 1 CE credit!

🔗 Reserve your spot now: http://spr.ly/6046ITWEC
#WealthManagement #FinancialAdvisors #TaxAwareInvesting #DirectIndexing #CECredits

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Nathan Hoyt | contributor for WealthManagement.com

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It can provide valuable emotional and moral guidance, adding depth to the more transactional nature of an estate plan.