Charlotte will be discussing the 3 levels of the smart investor.

• Index Investing
• Direct Indexing & Tax Loss Harvesting
• Securities Backed Line of Credit

Charlotte Galamb, CDFA and Financial Advisor in Raleigh, NC helps independent women build a solid foundation for their finances so they can focus on increasing their impact.

For more information, see her website: charlottegalamb.com
Read more about Charlotte Galamb.