April 9, 2024 -- PAID Annual Lunch Participants

11:30 am Deli Lunch Buffet

12:00 pm Program

PAID Annual Lunch Participants

(Accepted for -1- CFP® CE Credit - Course Code: 270837)

Join us for an enlightening session where we'll delve into the process and benefits of direct indexing. Learn how this innovative investment strategy can help you maximize your returns while minimizing taxes.

Don't miss this opportunity to expand your knowledge and make informed investment decisions. Reserve your spot now!

Kent C. Mappin is a Managing Director with Natixis Global Investment Managers. Kent is a sought-after public speaker on various topics related to capital markets, asset allocation, and other investment areas typically engaging with end investors to help them make fact-based investment decisions. 

Kent earned a B.S. with a concentration in Economics from Northeastern University. He holds Series 6, 7, 24, 26, and 63 licenses.