Dental Nachos Presents: "Introduction to Direct Indexing and Tax Efficiency" with Mo Al Adham, Founder & CEO of Frec
High taxes can eat into your investment return, but smart strategies can help you keep more of your hard-earned money. In this webinar, Mo Al Adham, CEO of Frec, breaks down how direct indexing and tax-loss harvesting can minimize tax burdens, optimize retirement withdrawals, and reduce investment fees. Attendees will also get an exclusive look at Frec’s powerful portfolio allocation tool, designed to help dental professionals build a diversified, tax-efficient portfolio with ease.
Complete the form below to register for this FREE webinar.
Date: Friday, April 4th, 2025
Time: 2 PM ET
Cost: FREE!
Location: Zoom
Register for this free virtual webinar completing the form below!
*Can’t watch in live, but still want to learn? Anyone who registers for this webinar will be sent access to the recording after for free. If you do not register, you will have to pay to see the recording :).
What you will learn:
- Why Direct Indexing Beats ETFs – Learn how low-cost direct indexing offers better tax efficiency, flexibility, and savings.
- Smart Portfolio Allocation – Discover strategies to build a diversified, tax-efficient investment portfolio.
- Unlock Powerful Investing Tools – Explore Frec’s treasury account, portfolio line of credit, and commission-free trading for greater financial flexibility.
Host
Dr. Paul Goodman
Dr. Paul Goodman is a dentist, multiple-practice owner, transitions broker, and founder of both Dental Nachos and Dentist Job Connect. Many people know him as "Dr. Nacho."
His online and virtual community of over 60,000 dentists strive to help each other increase happiness, decrease stress, and reduce the number of times dentists feel like crying inside a day.
Dentist Job Connect is proud to help practice owners connect with associate dentists to share in the joy of dentistry, which Dr. Nacho describes as full contact arts and crafts.
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Featured Presenter
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Mo Al Adham - Founder & CEO
Mo is the founder and CEO of Frec, an investment platform dedicated to democratizing access to sophisticated investing. Mo was the first advisor at Instacart, former product leader at Twitter, and the founder of TwitVid.
Brought to you in collaboration with our awesome sponsor, Frec!
JFO...Just Find Out about Frec, an investment platform dedicated to democratizing access to sophisticated investing.
Get started today with $75k per year managed for free through the button below!