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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.

April-May 2024 Schedule

Date & Registration Link

Topic

Apr 17, 2024 (Wednesday) 4pm PT / 7pm ET Register Here

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 22, 2024 (Monday) 4pm PT / 7pm ET Register Here

Introducing Protect (April 2024): Protect your principal while capturing market gains

Want to protect your principal while still capturing potential market upside? Our latest structured product, Protect (April 2024), may be for you. Join us to find out how this structured product protects your principal while capturing market gains from a blend of three global indexes - the S&P 500, EURO STOXX 50, and Tokyo Stock Exchange.

Apr 23, 2024 (Tuesday) 4pm PT / 7pm ET Register Here

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 Register Here

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.

May 7, 2024 (Tuesday) 4pm PT / 7pm ET Register Here

Does the 2024 Rally Still Have Legs? Join Emmy Sakulrompochai, Arta's Head of Investment Advisory, as she breaks down the market’s hot start to 2024 and what the data and experts say about what could be ahead.

May 15, 2024 (Wednesday) 4pm PT / 7pm ET Register Here

Master Your Equity Comp Learn from our resident tax expert, David Oh, about strategies for managing your RSUs, ESPPs, and stock options—while mitigating tax impacts.

May 21, 2024 (Tuesday) 4pm PT / 7pm ET Register Here

Protecting Your Wealth and Loved Ones The more you have, the more you have to protect. Learn about how to protect your loved ones, income, and assets—so you can live life to the fullest with peace of mind.

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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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