Hot Topic Webinar: The Changing World of Investments
Wednesday, June 25 at 12:00 to 1:00 PM
Investment conversations often focus on markets, asset classes, and headline-grabbers like Bitcoin. But here’s the thing: Most investors don’t fully understand the actual products in their portfolios. That’s what this live session is all about.
As the product landscape shifts—from individual stocks and bonds to mutual funds, ETFs, and private equity—now is a great time to get informed about what you can hold and why. Join us on June 25 for a clear breakdown of today’s investment product trends—and what they could mean for your portfolio strategy.
What You’ll Learn
- The latest product trends—and who can benefit most from them
- Differences in liquidity, taxation, fees, and risk
- Which structures are the most tax-efficient
- Actionable insights to help improve your portfolio
Who Should Attend
This webinar is designed for investors who:
- Want a deeper understanding of today’s evolving investment product landscape
- Are building or managing a diversified, tax-aware portfolio
- Are looking to align their investments with long-term goals more strategically
Register now to secure your spot for the webinar.
Presenters:
Principal, President, BGM Wealth Management Group
This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for consulting in a one-on-one context where all the facts of your situation can be considered in their entirety. Despite efforts to be accurate and current, this presentation may contain out-of-date information and there is no obligation to advise you of any subsequent changes or updates.
The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information from outside resources has been deemed to be reliable but has not necessarily been verified. Each individual has unique circumstances to which this information may or may not be relevant. Under no circumstances will this information constitute an offer to buy or sell and it does not indicate strategy suitability for any particular investor. Past performance is not indicative of future results.
