OCLB Tax-Managed Investing Speaker Event | H2230121

Instructors

Date :
January 14, 2021 10:00 AM - 11:00 AM
Location :
Orange County Central
Facility :
Virtual Meeting
Level of Difficulty :
Basic
Member Price :
0.00
Nonmember Price :
0.00
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Helping you aim higher with the control of tax-managed investing. Taxes matter and tax-managed investing can make a meaningful difference over the course of an investor's time horizon.
 
As an attendee, you’ll get insights on:
  • Why taxes matter and their likely impact on investment returns
  • Approaches to evaluating tax-managed investing
  • The opportunity to improve after-tax wealth 
 
Please join Gary Edkins, CLU®, LUTCF®, a Financial Planner with The Prudential Insurance Company of America for a private briefing as Rob Kuharic, CFA®, Director – Tax Managed Solutions, Russell Investments, discusses tax-managed investing.
 
Zoom link will be sent to registrants closer to the event date. 

Misc. Information:

This event will take place virtually over Zoom. The Zoom link will be sent to you closer to the event date. Please make sure the email address in your CalCPA account is your preferred email as the pre-event information will be sent to that email address.
 
For any questions, please contact Program Manager, Shelby Strecker.
Level of Difficulty:
Basic
Field of Interest:
Finance
Designed For:
All CPAs and financial professionals.

Instructors

Rob Kuharic
Robert Kuharic is the Director of Tax Managed Solutions for Russell Investments. In this role, Rob oversees key aspects of the implementation of tax management in client portfolios for Russell Investments. In addition, he is a keynote speaker for Russell Investments and frequently presents to the media, industry professionals and clients. His ability to convey how tax management can benefit a clients’ after-tax wealth, including how this can benefit financial advice and planning practices, has made him among the most sought after speakers at Russell Investments. Rob is frequently featured in Russell Investments’ blogs and other written materials. Rob has over 25 years of experience in the industry, with the vast majority of this time focused on creating innovative and groundbreaking tax managed strategies and solutions. He has integrated this approach to tax management in portfolios that are readily available and easily implemented by investors to seek to improve their after-tax wealth. He works closely with both internal and external groups, explaining and defining tax management, and he creates the message in how important a strong tax managed approach is for clients. Prior to assuming this role, Rob served as the primary investment strategist and portfolio manager focused on tax managed solutions at Russell Investments. He managed assets for clients in equities, with most of his time and focus spent on improving and innovating Russell Investments’ tax managed approach and implementation. In addition, he was the portfolio manager for Russell Investments’ Multi-Asset Tax-Managed Model Strategies. Rob has been with Russell Investments for over 18 years, beginning in 2001.
No Agenda or Materials posted.