SPEAKER: Bruce Lavine, CFA, Head of ETFs, Astoria Portfolio Advisors
TOPIC: 351 Funds - A Great Tool for Helping Clients with Tax Issues
351 Funds are an innovative addition to the ETF landscape. They allow investors to better manage highly appreciated, concentrated stock positions. Come learn about a great solution to offer your clients!
Free to attend! Space is limited!
Sponsored by:
FPA of South Carolina is a 501(c)6 non-profit organization.
