Strong equity markets are creating unprecedented wealth—but often in dangerously concentrated positions. While concentration builds wealth, diversification protects it.
Our expert panel will explore three proven strategies to help clients diversify with opportunities for deferring capital gains:
- Tax-loss harvesting with long/short strategies
- Option-based hedging techniques
- Exchange funds for tax-deferred diversification
Join us as leading experts share their real-world insights on what's working today and emerging opportunities that could reshape how we approach concentrated wealth.
DATE & TIME
Tuesday, November 18
11:45 AM - 1:00 PM
LOCATION
Truxton Trust (2nd floor, conference room is on the left)
20 Burton Hills Blvd #200
Nashville, TN 37215
SCHEDULE
11:45 AM Arrive / Register / Lunch
12:00 – 12:45 PM Panel Discussion
12:45 – 1:00 PM Q&A
PRICING
Members: free
Non-members: $25
PARKING
Adjacent to the building