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:
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.
Date & Time: Thursday, October 8, 3:00 p.m. ET
CE Credit: 1.0 CFP®, CIMA®, CIMC®, CPWA®, RMA® or CPE*
Presenters: Maria Katsileros, CSRICTM, CIMC
Contact your Natixis representative for more information or to schedule an in-person presentation for your meeting or event.
The above referenced Continuing Education webinars are intended for Financial Professional audiences only. Please keep in mind your firm’s specific rules and restrictions around obtaining CE credit, if applicable, before registering for CE credit for this event.
Investing involves risk, including the loss of principal.
There can be no assurance that developments will transpire as forecasted. Actual results may vary. The views and opinions expressed may change based on market and other conditions.
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