Join us for a complimentary Lunch & Learn, hosted by Virginia Asset Management and sponsored by First Trust, as we explore one of the fastest-growing trends in portfolio customization: Direct Indexing.

Jake Lindquist of First Trust’s Custom Wealth Solutions team will break down what direct indexing is, how it differs from traditional indexing, and why advisors are increasingly turning to it to deliver tax-efficient, personalized investment solutions for clients.

Additionally, Zach Plahn, SVP at ExchangeRight, will also be joining us for a high-demand session on Delaware Statutory Trusts (DSTs). Learn how DSTs work, their potential role in 1031 exchanges, and what to consider when evaluating them for clients. Gain practical insights you can apply immediately.

This event has been funded in whole by First Trust.

Jake Lindquist & Zach Plahn are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by these individuals is in no way related to Cetera Advisor Networks LLC or its registered representatives. For use with financial professionals only.