Section BThe CircuitVerified Date
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ForumAccounting & TaxHedge
14th Annual Tax-Efficient Investing Forum
by Katten
Katten's annual forum on sophisticated tax-efficient investment strategies — income tax optimization, private placement life insurance, variable annuities, insurance dedicated funds, and separately managed accounts. Aimed at investors, family offices, wealth advisors, asset managers, insurance carriers, and tax professionals advising HNW clients.
- When
- Sep 9 · Begins 12:30 PM ET
- Where
- Katten, 50 Rockefeller Plaza, New York, NY
- Cost
- No fee stated on event page; registration required
Visit Event Site
Date verified at the organizer's site by FundOpsHQ. Registration and pricing are handled by the organizer.
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