Dave with Pacer Financial
Dave will be covering the following:
- Tax-efficiency- ability to move between equity and t-bills in a tax-efficient manner.
- Risk Management- moved to t-bills in Q4 2018 to lock in client gains.
- Cash off the sidelines- helping teams move $ into the market without taking on all equity risk.
Date and Time
Fri, Feb 21, 2020
12:00p - 1:30p EST
The WizdomOne Group
Lunch will be served.