Earn CPE Credits
Maximizing Wealth with Tax Precision:
CPAs and the Power of Direct Indexing
Prosperity Financial Group & Goldman Sachs Present
About Event
Choose your experience with our unique event, available both virtually and in-person, each offering an insightful look into Direct Indexing – an innovative strategy reshaping tax-efficient asset management for High-Net-Worth clients. Ideal for CPAs to earn valuable learning credits while exploring the forefront of financial trends.
In-Person Luncheon
- When: December 12th
- Time: 12 pm - 1:30 pm PT
- Piatti's 100 Sycamore Valley Rd, Danville, CA 94526
Presented by
RSVP FOR LUNCHEON
December 12th @ 12pm-1:30pm pt
What You’ll Gain
- In-Depth Knowledge: Whether you join online or in person, get a comprehensive understanding of Direct Indexing and its impact on asset management.
- Earn CPA Credits: These events are designed for CPAs to earn learning credits in a dynamic and engaging environment.
- Networking: Forge valuable connections with industry leaders and peers, which can be instrumental in your professional growth.
Event Schedule
Learn more about the detailed schedule & activities of our event.
12:00
Arrive
Mix and mingle. Find your seat.
12:15
Introduction
Presentation will start.
1:00
Lunch
Enjoy lunch catered by Piatti’s and drinks provided by our sponsor.
1:15
Q&A
Ask any questions you may have about the presentation.
1:30
End of Luncheon
The education luncheon has ended. You will receive your CPE credits.
Secure Your Spot
- In-Depth Knowledge: Whether you join online or in person, get a comprehensive understanding of Direct Indexing and its impact on asset management.
- Earn CPA Credits: These events are designed for CPAs to earn learning credits in a dynamic and engaging environment.
- Networking: Forge valuable connections with industry leaders and peers, which can be instrumental in your professional growth.
Meet Your Host
Financial Planner, Wealth Advisor, Registered Principal
Since 1993, Prosperity Financial Group has helped successful business owners, entrepreneurs, and executives build, manage, and protect wealth through holistic wealth management and 401(k) advisory
