Informed Investor Seminar Series

Tax-Managed Investing Strategies and New Tax Laws

 

Do you know how the new tax laws impact you?

Want to discover tax-aware investment strategies?

Interested in aligning your portfolio with your social values? 

  

Join us for lunch and learn about the new tax laws and valuable tax-managed investment resources that can help you keep more of what you earn. 

  

Wednesday, September 25, 2013

11:00 AM - 1:00 PM

 RSVP by September 20th.

Our latest Informed Investor Seminar features Liz Michaels from the Aperio Group. She will discuss:

• Advantages of Tax-Aware Investing
• Available custom solutions for equity portfolios
• Benefits of Socially Responsible Investing

                                                                                                    

Aperio Group, LLC provides custom solutions for clients within their equity portfolios by utilizing tax-managed strategies to help minimize their tax exposure which can improve their after-tax returns on their portfolio.       

They also provide socially responsible investing (SRI) screens to help their clients reflect their unique set of social and ethical values. Our keynote speaker, Liz Michaels, is Aperio Group's Chief of Staff and is responsible for overseeing operations.

 

At Wipfli Hewins, we not only support our clients' financial goals but can also help them express their values and their concerns regarding issues in the world through how they invest. For more information, see our infographic about the growth and approaches of SRI. 

Please contact us if you have any questions.

 

About Us

Wipfli Hewins Investment Advisors, LLC is a national, CPA-based financial advisory firm that has delivered sophisticated, objective advice since 1999. Wipfli Hewins proudly serves as a fiduciary to high-net-worth individuals and families, small businesses and retirement plans. To help our valued clients manage the complexities of their financial lives, we offer a range of holistic solutions and services like transition planning, tax and estate coordination, financial planning and investment advisory services.

 

 

Wipfli Hewins Investment Advisors, LLC ("Wipfli Hewins") is an SEC-registered Investment Advisor. Information pertaining to Wipfli Hewins' advisory operations, services, and fees is set forth in our ADV Part 2A Brochure, copies of which are available upon request or at www.adviserinfo.sec.gov. Liz Michaels is not affiliated with Wipfli Hewins and her opinions are hers alone. Wipfli Hewins does not own or control any of the information provided by Ms. Michaels and does not necessarily condone or approve of the use of the information provided by her.