Earn CE Credit in 2 easy steps
1. Watch the full video
2. Complete the quiz & earn CE credit
However you build portfolios, we have a strategy to fit your needs
Explore all of your active investment choices
Discover our tailored solutions to support your portfolio construction
Tap into macroeconomic insight and allocation analysis from our experts
Explore timely views and ideas on factors shaping investment decisions
Learn how trends and macroeconomic events affect portfolio construction
Gain insight into how investors feel about critical investing issues
Access prospectuses, forms, tax info, FAQs and more
Discover ways to build investment skills and grow your practice
Learn about Natixis Investment Managers’ deep commitment to clients and communities
Read the latest investment news, announcements, and company updates
See if we have a career opportunity that matches your skill set
1. Watch the full video
2. Complete the quiz & earn CE credit
This course is designed to educate participants about the impact taxes can have on portfolios. You’ll learn how and when taxes impact different investment vehicles, why proposed tax legislation could affect certain clients, and discover techniques that may enhance after-tax investment returns.
CE Credit: 1.0 CFP®, CIMA®, CIMC®, CPWA®, RMA®.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
All investing involves risk, including the loss of principal.
This presentation is provided for informational purposes only and should not be construed as investment advice. Any opinions or forecasts contained herein reflect the subjective judgments and assumptions of the authors only and do not necessarily reflect the views of Natixis Investment Managers, or any of its affiliates. There can be no assurance that developments will transpire as forecasted and actual results will be different. Data and analysis does not represent the actual or expected future performance of any investment product. We believe the information, including that obtained from outside sources, to be correct, but we cannot guarantee its accuracy. The information is subject to change at any time without notice.
This document may contain references to copyrights, indexes and trademarks that may not be registered in all jurisdictions. Third-party registrations are the property of their respective owners and are not affiliated with Natixis Investment Managers or any of its related or affiliated companies (collectively “Natixis”). Such third-party owners do not sponsor, endorse or participate in the provision of any Natixis services, funds or other financial products.
Registered investment products are offered through Natixis Distribution, LLC, 888 Boylston Street, Boston, MA 02199. Member FINRA / SIPC.
Natixis Advisors, LLC provides advisory services through its division Natixis Investment Managers Solutions. Advisory services are generally provided with the assistance of model portfolio providers, some of which are affiliates of Natixis Investment Managers, LLC. Natixis Advisors, LLC does not provide tax or legal advice. Please consult with a tax or legal professional prior to making any investment decision.
Not FDIC Insured. May lose value. No bank guarantee.