Hi there!

Please join us for a dinner seminar on Wednesday, November 1st at 6:30pm at Domenico's Restaurant in Levittown.  We will be having an interactive discussion on the benefits of Personalized Managed Accounts (PMA)/Direct Indexing.

We will be joined by Jack Van Dyke, an investment consultant for personalized solutions with Russell Investments.  During this seminar we will discuss the importance of a customized separate account solution which is built entirely around your specific needs.

If any of the following applies to you, you won't want to miss this event!!

• Current investor with Russell Investments...
• Worried about capital gains tax within your investment portfolio...
• Selling a property or business with a potential large capital gain...

Seating is limited and registration will be confirmed prior to November 1st, please RSVP by Friday, October 27th to reserve your seat.  Only serious inquiries please!

Top 5 benefits of direct indexing:

1. Customization is one of the most significant benefits of direct indexing. You can select individual stocks based on their preferences and investment goals and choose to include or exclude specific companies, sectors, or industries based on your values or beliefs.
2. Tax efficiency is another significant benefit of direct indexing. This means you can potentially reduce their tax liabilities by harvesting losses to offset gains or delaying the realization of gains until a more favorable tax year.
3. Risk management is another significant benefit of direct indexing. By owning individual stocks, you can diversify your portfolio and potentially reduce their exposure to specific risks associated with a particular sector or company.
4. Direct indexing an excellent option for those prioritizing environmental, social, and governance (ESG) factors in their investment decisions.
5. Charitable giving through direct indexing is another way to help you gain tax efficiency while supporting causes that align with your beliefs and values.

Jack Van Dyke is neither affiliated nor registered with Cetera Investment Services LLC. Any information provided by Jack Van Dyke is in no way related to Cetera Investment Services LLC nor its registered representatives.