September 2015 Brown Bag Meeting

 

Asset Allocation in Taxable and Tax-Deferred Accounts

Speaker:   Eric Lewis, CFA, CFP®, CIO of Bedrock Capital

Meeting Description 

Investing in taxable accounts differs in important ways from investing in retirement plans or other tax-sheltered accounts. Tax rules affect the return, risk, effective asset allocation and ongoing management of taxable portfolios. Using insights from Prof. William Reichenstein, Michael Kitces and his own research, Eric will show you how to design and manage “tax-aware” portfolios that better fit your client’s objectives while reducing their tax bills.

1 hour CE has been granted by the CFP Board for this session.

Speaker Biography

Eric Lewis is Chief Investment Officer for Bedrock Capital Management, Inc., where he focuses on investment strategy and the management of complex portfolios. Before joining Bedrock as a partner, Eric held management positions at International Data Corporation, Hewlett-Packard, and a division of Standard & Poor’s.

Eric received a Bachelor of Arts degree from Princeton University and an M.B.A. from Harvard Business School.

Pricing and Registration

FPA Members $10.  Non-Members $15.  Space is limited so registration is required.

Registration is open through September 16th.  

Register Now!