May
8
8:00pm
Rich Habits - Direct Indexing Explainer (FREE)
By Austin Hankwitz
Join myself (Austin Hankwitz) and serial entrepreneur Robert Croak as we host our next big webinar — all about direct indexing!
If you're unfamiliar with this term... direct indexing is when you're tracking an index, but instead of buying an entire ETF — you're buying all of the individual stocks that make up an index.
This is becoming an increasingly popular investment strategy because it meaningfully increases your opportunities for tax loss harvesting.
Agenda:
- What is direct indexing?
- What is tax-loss harvesting?
- How to automatically optimize your investments for both long-term capital gains while minimizing taxes
Robert and I will leave ample time for questions from the audience, too!
We're thrilled to have Mo Al Adham, CEO of Frec, as our guest to help us all learn together!
Time: Wednesday, April 24th at 4pm EST / 1pm PST.
Sign up now before we run out of spots! We look forward to seeing you all soon.
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Important Disclosures Below:
Investing involves risk, including the risk of loss. Brokerage services provided by Frec Securities LLC, member FINRA/SIPC. Advisory services provided by Frec Advisers LLC, an SEC registered investment adviser. Both wholly owned subsidiaries of Frec Markets, Inc.
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