Symmetry Partners

16may1:00 pm2:00 pm1:00 pm - 2:00 pm(GMT-04:00) Tax Alpha: Helping Maximize After-Tax ResultsWhat if you could help your clients (or prospects) harvest tax losses for 15 to 20 years?

Hosts

Gabe Hathorn, CIMA®️, Senior Regional Director
Greg Trzaski, Senior Strategic Relations

Description

What if you could help your clients (or prospects) harvest tax losses for 15 to 20 years? Or help them transition out of highly appreciated stock positions or taxable accounts with little to no taxes?

Join Gabe Hathorn, CIMA®️, Senior Regional Director, and Greg Trzaski, Senior Strategic Relations, to learn about strategies that may solve these challenges for your clients with $1 million or more.

FOR ADVISOR USE ONLY

Time

(Thursday) 1:00 pm - 2:00 pm EST(GMT-04:00)

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FRIDAY HOLIDAY CLOSURE

The Symmetry Partners offices will be closed on Friday, March 29. We will resume regular business hours on Monday, April 1.