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WizdomOne Lunch and Learn with Pacer Financial

WizdomOne Lunch and Learn with Pacer Financial

Friday, February 21, 2020

12:00p - 1:30p EST

The WizdomOne Group

The WizdomOne Group

1377 Motor Parkway
Suite LL1
Islandia, NY 11749
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Lunch will be served.


Lunch and Learn
Sponsored by 
Dave with Pacer Financial

Dave will be covering the following:

  1. Tax-efficiency- ability to move between equity and t-bills in a tax-efficient manner.
  2. Risk Management- moved to t-bills in Q4 2018 to lock in client gains.
  3. Cash off the sidelines- helping teams move $ into the market without taking on all equity risk.

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