Join Farpointe Wealth Partners for an exclusive and informative Lunch & Learn focused on Tax-Managed Investing - a strategy designed to help your clients keep more of what they earn. If you're looking to enhance your clients' portfolio tax efficiency, this is a can't-miss session led in partnership with Russell Investments. Michael Montemayor, CFP®, EA, will share valuable insights on the tax code and its implications on investment returns, the value of tax-managed investing, and opportunities for you and your clients. 

What you'll learn:

• How tax-managed investing works in today's market
• Strategies to help reduce capital gains and maximize after-tax returns
• Real-world examples of tax-efficient portfolio construction
• How to incorporate these approaches into your clients' financial planning

Plus: Discover More About Farpointe Wealth Partners 
We’ll also take time to introduce you to Farpointe Wealth Partners — a firm built for entrepreneurial financial advisors who value collaboration, innovation, and independence. 
Learn why we’ve created a supportive community of like-minded professionals and how we serve as a strategic partner to advisors looking to drive scale, sustainable growth, and deliver a world-class client experience. 

Event Details
🗓️ Date & Time - May 20, 2025 from 11:30am to 1:00pm
📍 Location: Vaquero Club, 2300 Vaquero Club Drive, Westlake, TX 76262

Why Vaquero?
This exclusive session will be held at the private, members-only Vaquero Club, one of the premier lifestyle venues in Texas. Due to venue restrictions and limited seating, advance registration is required. Walk-ins will not be admitted. 

Reserve your spot today!

Please note:
This is a private, exclusive event with limited space available and registration may close at any moment. All guests must be registered in advance - no walk-ins will be admitted due to venue restrictions. 

The session qualifies for 1 CFP® CE and 1 CPA CE credit through Russell Investments. Michael Montemayor is not affiliated or registered with Cetera Financial Specialists LLC. Any information provided by Michael is no way related to Cetera Financial Specialists LLC or its registered representatives.