EP Wealth Advisors invites you to our free seminar designed for individuals with $500K or more in investable assets*, offering strategies to help preserve wealth and prepare for the next chapter.
Hosted by Rob Black, and presented by Chad Burton, CFP®, and Ryan Ignacio, CFA, CFP®, this session will cover:
Tax planning considerations in retirement
Portfolio transition strategies
Managing capital gains
Estate and legacy planning approaches
DSTs and alternative investments
Tax-loss harvesting
Direct indexing
Whether you're approaching retirement or refining your investment strategy, this event is intended to provide valuable guidance to help align your personal and financial goals.
Tax Sensitive Strategies for Reducing & Deferring Capital Gains
By EP Wealth Advisors & Rob Black
Jan 15 from 6:30pm to 8:30pm PST
Overview
A focused session designed to help you understand tax-related considerations that may shape your investment decisions heading into 2026.
https://www.youtube.com/@robblackshow?sub_confirmation=1
https://linktr.ee/RobBlack.
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