Imagine having the power to customize your investments to align perfectly with your values and financial goals while optimizing for tax efficiency and risk management like never before. Direct Indexing offers a revolutionary approach to investing that provides unparalleled control and flexibility. This strategy can help exclude investment overlap and optimize growth potential while matching individual risk tolerance. This method uses cutting-edge techniques for managing risk and taking advantage of market movements to avoid over-concentration while developing a risk management strategy tailored to each individual, ensuring that portfolios remain resilient under various market conditions. Allocations can also be adjusted based on changing needs or market conditions, providing the flexibility needed to sustain investments over retirement. Join this webinar to ensure you stay ahead in the ever-evolving financial landscape.

Learning Objectives:

• Evaluate how direct indexing differs from traditional index fund investing


• Identify how to transform an investment strategy to one with complete control over portfolio composition


• Recognize how to tailor investments to reflect values, preferences, and financial goals


• Evaluate how indexing can provide valuable tax benefits to help mitigate gains while embracing market performance and avoid the tax inefficiencies of traditional investing


• Outline how direct indexing can help manage risk through personalized asset selection and customization


• Observe case studies about how a retiring CFO optimized his tax situation in a way that significantly reduced his taxable income while increasing his after-tax returns, how a client used an inheritance to pursue aggressive growth opportunities and gain exposure to emerging industries, and how other clients nearing retirement have used this strategy to rebalance risk and align their portfolios with their values without compromising returns

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222