Topics covered include: 

• Introduction of direct indexing and how it works
• Comparison of direct indexing with traditional investment strategies  
• Tax-loss harvesting and its potential impact on after-tax outcomes
• Considerations of implementing direct indexing strategies
• Explore direct indexing use cases and strategies, including:
  • Core equity holding
  • Wealth planning
  • Concentrated stock positions
  • Customization and value alignment 

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.   

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There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.