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Morgan Stanley Seminar on Tax-Efficient Solutions

April 11, 2024 at 6:00 pm

147 Technology Parkway
Peachtree Corners, Georgia

Learn how Direct Indexing can help you save on taxes and make your investments work smarter.

We’ll break down the fancy finance talk into simple ideas, showing you how this strategy can help you keep more of your money by being smart about taxes.

It’s a great chance to get inside tips on making your investment dollars go further, without needing a finance degree to understand it all.

Limited space available

Refreshments will be served.

Please reach out to Alexander if you have any questions!