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Announcement

Upcoming Arta Talks

Announcement

February 28, 2024

What do ultra-wealthy folks know that I don't know?

If you find yourself asking this question, you’re not alone, and we’re here to help.

We regularly host info sessions via Zoom for anyone curious about Arta or already part of the family. It's your chance to pick the brains of our experts in real time during a live Q&A. No question is too big or too small, and everyone is welcome.

March & April 2024 Schedule

Date & Registration Link

Topic

Mar 27, 2024 (Wednesday) 4pm PT / 7pm ET Registration Link

Arta For Her: Building Wealth for Women, by Women In honor of Women’s History Month, join us for a first-ever Arta Talk hosted by women, designed for women, on taking control of your financial future. Our all-star panel of female leaders at Arta will cover financial strategies women should consider as they grow in both wealth and in life. We’ll discuss the financial inequities women continue to face, as well as what we can do to tackle them.

Apr 17, 2024 (Wednesday) 4pm PT / 7pm ET Registration Link

Tax-Savvy Investing Essentials With Tax Day in the rear-view mirror, join this first session in our 3-part "Tax-Savvy Investing" series to cast an eye to the future. Discover the steps you can take — beyond the basics like contributing to your 401(k) — to set yourself up to grow long-term tax-advantaged wealth (and lower your tax bills).

Apr 23, 2024 (Tuesday) 4pm PT / 7pm ET Registration Link

Building "Tax Alpha" Into Your Portfolio In this second session in our 3-part "Tax-Savvy Investing" series, the focus is on your investments. Discover how small changes to your investment mix – and where you hold your assets – can unlock “tax alpha” to increase your returns year after year and grow your wealth long-term.

Apr 25, 2024 (Thursday) 4pm PT / 7pm ET Registration Link

Tax Strategies for Generational Wealth In this final session in our "Tax-Savvy Investing" series, we’ll cover core tax strategies that can be useful for high income earners and those focused on setting up the next generation.

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The information displayed on this website is for informational purposes only and is not an offer or solicitation to purchase or sell securities. Arta Finance believes information presented is accurate at the time of publishing, but may not be updated regularly. Investing involves risks, including the potential for principal loss. Past performance is no guarantee of future results.

The investments discussed herein may be unsuitable for investors depending on their specific investment objectives as well as financial and tax position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest with Arta Finance. There is no guarantee that the strategies and services offered by Arta Finance will be successful or outperform other strategies and services. Investors should seek the advice of a tax professional before making any investment. All opinions expressed herein constitute the author or quoted individual(s)’s judgment as of the date of this document and are subject to change without notice. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.

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