Broker Check
27 March
Economic/Market Review & Navigate the Complexities of Investment Taxes Webinar

Description

Join us for an insightful webinar where we will review the U.S. economy and the performance of various asset classes. Gain a profound understanding of the intricate nuances of taxation, encompassing standard deductions, income, and capital gain tax rates, and their impact on your investment returns.

Our guest speaker will be Mark Eibel, CFA, Director of Client Investment Strategies at Russell Investments, who is also a frequent guest speaker on CNBC, Bloomberg and much more. Along with Mr. Eibel, Michael Montemayor, CFP, Regional Director with Russell Investments, will guide you through decoding Form 1099-DIV and empower you with the knowledge to construct a tax-managed portfolio, ultimately enhancing your after-tax wealth.

We look forward to your presence at the webinar!



Mark Eibel and Michael Montemayor are solely responsible for the content of his/her presentation, which is not in any way endorsed by, and does not necessarily represent the opinions, recommendations, or advice of Equitable Advisors or any of its associates, employees, or affiliates. Russell Investments is not affiliated with or endorsed by Equitable Advisors or any of its affiliated companies.

Quarterly Economic and Market Review - Date of first use: January 2024 RIFIS-25859

The FINRA Letter - Reference: FX2024-0206-0151/B Org Id: 21771 / Link Reference: FR2023-0208-0157

Tax-Managed Investing without products deck - First Used: April 2022. Updated January 2024. / RIFIS-25894

Date and Time

Wed, Mar 27, 2024

5:00p - 5:45p CST

Location

Virtual Webinar

PT45M

Event Registration