At Natixis Investment Managers, we take a dynamic view of markets, investors and portfolios to help empower investment professionals. That means you’ll get broader perspectives on investing – and actionable insights to help support your business. As part of this, we offer CE-accredited courses on a variety of market and industry topics. Here’s a look at our upcoming webinar schedule:

June

Managing Taxable Investments: Techniques for Mitigating Tax Costs in Investing
Many investors are concerned about investment fees, but taxes often take a bigger bite out of portfolio returns. Learn how tax rates, the choice of investment vehicle, portfolio distributions and other factors can influence the tax costs associated with investing. The presenter compares and contrasts mutual funds, ETFs and separately managed accounts, with a focus on techniques that can be used to manage the impact of taxes and enhance clients’ after-tax returns.

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Date & Time: Tuesday, June 16, 3:00 p.m. ET
CE Credit: 1.0 CFP®, CIMA®, CIMC®, CPWA® or RMA®
Presenters: Maria Katsileros, CSRIC, CIMC®

Maria Katsileros, CSRICTM, CIMC

Vice President, Investment Strategist
Natixis Investment Managers

Full Bio

 

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Contact your Natixis representative for more information or to schedule an in-person presentation for your meeting or event.