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United Capital Q1 Webinar 2015 – Presentation Handout Materials & Supporting Information

Thanks so much for coming to my presentation for the FPA Central Florida 2015 Symposium!

Presentation Materials

Click the links/images below to download a copy of the presentation materials:

Generating Tax Alpha With Effective Asset Location - United Capital Webinar - Apr 13 2015 - Handouts

Further Reading/Materials

Asset Location: The New Wealth Management Value – Add For Optimal Portfolio Design?

The Emerging Next Generation of Variable Annuities – An Asset Location Tool?

January/February 2014 Newsletter – Exploring the Benefits of Asset Location

March/April 2014 Newsletter – Advanced Asset Location Strategies

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