Tax Efficient Rebalancing 

    Originally aired on February 11, 2010 

    Seminar recording | Presentation material

    This workshop will give you all the tools to effectively manage portfolios for tax efficiency.  Save your clients money and boost your earning potential!  You will learn:

    • Answers to your rebalancing questions and those you didn't know to ask
    • Top five tricks to simplify your rebalancing process - even if you're not using an automated system
    • Common mistakes and how to avoid them
    • Examples, hands-on exercises and valuable take-home reference material

     

     

     




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