Monday, March 23rd at 6:00 PM
The Bear’s Club
250 Bears Club Drive
Jupiter, FL 33477
Event
Join us for an informative evening featuring Quantinno Capital Management, a leading provider of tax-optimized solutions designed to enhance the after-tax wealth of sophisticated investors.
In a presentation and fireside chat, Quantinno’s Head of Investor Relations, Glenn Shirley, will dive into tax strategies that have the potential to:
Reduce your tax bill by offsetting ordinary income
Optimize your wealth ahead of liquidity events
Diversify out of concentrated positions tax-efficiently
Create consistent tax savings
​Hors d’oeuvres and drinks will be served prior to the panel and we’ll end the evening with extended networking with panelists and guests. Professional business attire is required.​
Speakers
Glenn Shirley: Head of Investor Relations, Quantinno