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New Frontiers on Tax-Structured Investing

Robert Gordon
CEO
Twenty-First Securities...
In recent years, structured notes have enjoyed soaring popularity and growth as vehicles that can help investors calibrate the level of risk they are willing to assume with the return they are seeking. In this session, Robert Gordon, who has spent three decades on Wall Street specializing in arcane areas of tax-advantaged investing, presents several alternatives that may offer your clients the same benefits as structured notes at a more reasonable cost.Duration: (1:13:00)
 
 

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