25 April
Direct Index Investing - A Solution for High Net Worth Individuals with Concentrated Stock Positions


We are pleased to invite you to an upcoming webinar hosted by Sierra Pacific Financial Advisors in partnership with Charles Schwab. In this session, we will discuss the benefits of Personalized Direct Indexing, a tax-efficient investment strategy that can help you plan for a more favorable tax situation in the future.

The webinar will cover:

  • Personalized Direct Indexing Program: An overview of the strategy and how it can benefit you.
  • Large Concentrated Stock Positions: How to manage concentrated stock positions in your company or another, and potential tax implications when diversifying.
  • Tips on planning for major financial goals: Such as buying a house, car, boat, or funding a child's education.

Feel free to invite your friends or family!

Date and Time

Thu, Apr 25, 2024

1:30p - 2:30p PST




Event Registration