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Create Value, Save Your Clients Money - Obtain Rock Star Status with Direct Indexing

By Adhesion Wealth, An AssetMark Company

Webinar Hero 3 29 22

Did you miss out on tax savings for your clients in 2021? Then, hit the ground running as we move into the second quarter of 2022. Start tax planning now and have rock star status with your clients while possibly creating a new revenue stream for your firm.

Some of the points Barrett Ayers, President of Adhesion Wealth Advisor Solutions, will make in this 20-minute webinar are:

How to lower taxes and tax alpha creation by owning individual holdingsReducing costs by using Direct Index as a coreHow to create a new revenue stream by developing your own white-labeled index through Adhesion

By Adhesion Wealth, An AssetMark Company

For financial professional use only.

Important Information

This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. UMAs are not suitable for all investors and should be evaluated for suitability by financial professionals prior to investing.

For more complete information about the various investment solutions available, including the investment objectives, risks, and fees, please refer to the Disclosure Brochure. Please read it carefully before investing. For a copy, please contact Adhesion Wealth Advisor Solutions (“Adhesion Wealth”).

Adhesion Wealth is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Adhesion Wealth and third-party providers are separate and unaffiliated companies. Each party is responsible for their own content and services.

Adhesion Wealth is an affiliate of AssetMark, Inc., an investment adviser registered with the SEC.

©2024 Adhesion Wealth Advisor Solutions. All rights reserved. © 2024 Adhesion Wealth Advisor Solutions, Inc. All rights reserved.

C24-20942 | 02/2024 | EXP 2-28-2026