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Event details
Join us for an afternoon of pickleball and professional networking at Relish Food Hall // Pickleball . Connect with other local business owners and community members over round-robin pickleball, premium charcuterie, and curated conversation.
Why you should attend
High-value networking
Build authentic, face-to-face relationships with a select group of local CPAs, attorneys, Realtors, and insurance professionals in a relaxed, social environment.
Active engagement
We’ll have courts available for two hours of rotating round-robin pickleball. You’re welcome to jump into the rotation to meet people on the court, or simply stay mobile and mingle at your own pace.
Strategic connections
Kickstart your referral pipeline with an afternoon of "fun first" interaction, setting the perfect stage for more formal one-on-one follow-ups.
Presenters
Intelligent wealth technology empowers our trusted advisors and market experts to more effectively advance your financial goals at key life moments.
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Whether you're a pickleball pro or just coming for the conversation and charcuterie, we’d love to see you there.
Registration
Assumes the following:
- Initial investment of $1MM.
- Farther’s tax alpha is calculated by adding cash equal to 1% of the previous month’s benchmark (non-tax-aware) portfolio value, while ensuring both tax-loss harvesting (TLH) and benchmark portfolios receive identical contributions.
- Tax rates used are 40.8% for short-term gains (under one year) and 23.8% for long-term gains (over one year).
- Harvested losses generate immediate tax credits that are reinvested.
- The process involves harvesting losses, blocking wash-sale securities, selling overweight positions to restore portfolio balance, purchasing new positions, and repeating the cycle when those new positions later decline in value.
- Calculations assume a 10 year time horizon and 8% average market return.
- 2.55% additional return received from tax-loss-harvesting based on Farther Asset Management research. This assumes there will be portfolio fluctuations including losses within the portfolio (losses can cause the value of the portfolio to be less).
- 0.27% additional return for tax-aware investing in tax-efficient accounts (when available) based on Farther Asset Management research. This also varies based on individual tax rates.
- 0.46% additional return due to inclusion of alternative investments, based on Conversus Stepstone Private Markets research.
- Additional 0.35% for regular rebalancing of the portfolio to achieve the desired allocation, based on Kitces Daily Review: “Finding The Optimal Rebalancing Frequency – Time Horizons Vs Tolerance Bands”.
- The subtraction of a 0.10% portfolio management fee.
- This does not include any transaction costs or advisory fee. A model fee should be used if applicable. The additional fee will cause the portfolio value to be lower.
