Events

Master the 351 ETF Exchange: Your Gateway to Tax-Deferred Diversification

Tuesday Oct. 7th at 1pm, and Wednesday Oct. 29th at 1pm

Learn about the 351 ETF Exchange, enabling investors to tax-efficiently transform appreciated assets into diversified ETFs. Equip your practice with this practical tool for proactive, sophisticated portfolio management.

REGISTER FOR OCT 7th REGISTER FOR OCT 29th

Private Small Group 351 Exchange Virtual Roundtable

October 23
November 13

To attend, contact Eben Burr or book a quick meeting on his calendar.