Get ahead of the finish line with our two-day live virtual event: Year-End Tax Planning & Portfolio Check-up. Tax-savvy investment experts, portfolio advisers, and estate-planning specialists will guide you through year-end moves, loss harvesting, asset allocation, and check-up strategies across your holdings. This is the virtual working-session you need to wrap up the year with both tax efficiency and strategic clarity.
Before the year closes, it’s time to gauge your tax exposure and position your portfolio for a strong start to 2027. Learn how to legally minimize your tax bill, maximize deductions, and structure investments for optimal after-tax returns. Plus, get early intelligence on the sectors and stocks that could lead in the new year — so you enter 2027 one step ahead.
This is highly practical, interactive education delivered by MoneyShow’s best. And it’s designed to help you keep more of what you earn, plus and grow your portfolio more efficiently.
View live market analysis, get timely portfolio recommendations, and identify new avenues to profit in the current environment from the pros.
Discover the latest investment opportunities, pick up valuable current research, and learn fresh approaches to the markets from top companies.
Inside every virtual booth, there’s a selection of short videos you can watch on a variety of investment topics.
Set up one-on-one meetings with companies to expand your network and find straight answers to your questions.
Play to win exciting prizes from various exhibitors and MoneyShow, ranging from gift cards to company swag to shares of stock!
Features a collection of all downloadable materials, plus a digital briefcase to store what you’ve collected all in one place.
