VIRTUAL EVENT

Tax-smart
investing strategies

Tuesday, March 29 | 3 p.m. or 8 p.m. ET

Are taxes dragging down your portfolio?

Tax-efficient investing can make a big difference. See how you can work with a financial planner to make it part of your overall wealth management plan.

You'll learn:

		What “tax drag” means for your portfolio and how to help overcome it

		How tax-loss harvesting can help you offset capital gains

		How to get the most from tax-advantaged accounts, including 529s and HSAs

Register now and get a FREE Retirement Review

A conversation with one of our wealth planners can help you understand the strategies we’ll be sharing in the webinar. We can also evaluate your current retirement strategy and pinpoint areas for improvement. Schedule your review now.

Special guest presenter

Wei Hu, Ph.D., is the head of financial research at Edelman Financial Engines, leading the team responsible for constructing portfolios and modeling investment risk and potential return. Previously, Wei was an assistant professor of economics at UCLA. He holds a doctorate in economics from Stanford University.

Hold my spot

Tuesday, March 29
3 p.m. or 8 p.m. ET

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Barron’s has ranked us the nation’s #1 Independent Financial Advisory Firm – four years running.

* The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

© 2022 Edelman Financial Engines, LLC. Edelman Financial Engines^® is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed. AM2081190.

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