Webinar Registration

How to Automate Tax-Smart Portfolio Management
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Thursday, April, 9 • ET • 60 minutes
Ben Littman
Ben Littman, CFP, MBA
Founding Member | Corporate Development Pure Financial
Presenter Bio

What You'll Learn

Learn how to implement a systematic, tax-aware overlay that integrates seamlessly with your existing portfolio management software — and can be managed in just minutes a day. Join Ben Littman from RIA Pure Financial and Dan Miller from Addepar to learn how to coordinate asset…

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