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The Importance of Tax Management

By Rita Raagas De Ramos August 14, 2017

Financial Advisor IQ Education’s webcast – The Importance of Tax Management – is an in-depth presentation of the impact on the after-tax experience when investing, the evolution of tax-efficient investing, strategies to help investors keep more of what they earn, tax management techniques, choosing the most tax-efficient vehicles, and building more tax-efficient portfolios. Featuring slides and audio and streamed over the Internet, Financial Advisor IQ Education Webcasts present free, in-depth presentations by industry experts. These webcasts are recorded and are available for viewing at your convenience.

This continuing education webcast has been certified by the CFP and CIMA for one hour of CE credit. Participants must view the full event and successfully complete the post-event quiz.

To view the archive, click here:


John Frownfelter IV, managing director of investment solutions, SEI Advisor Network Solutions Team

Rita Raagas De Ramos

Let us know if there are any specific topics you would like to hear about or panelists that you want to learn from. Send your suggestions to education@financialadvisoriq.com.