Tax-Optimized Mutual Fund Portfolios – 1 Day Workshop, Houston
Schedule
Thu, 16 Oct, 2025 at 09:00 am to Thu, 19 Mar, 2026 at 05:00 pm
UTC-05:00Location
Regus - Houston - Upper Kirby | Houston, TX
About this Event
Duration: 1 Full Day (9:00 AM – 5:00 PM)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 Training Hours / PDUs
Certification: Course Completion Certificate
Refreshments: Lunch, beverages, and light snacks provided
Course Overview
Tax planning is a critical part of wealth management, and mutual funds can play a powerful role in reducing tax liabilities while supporting long-term financial goals. This 1-day workshop explores how mutual funds integrate into tax-saving strategies and retirement planning, covering capital gains tax implications, dividend taxation, and tax-efficient investment choices.
Through interactive case studies, worksheets, and real-life examples, participants will learn how to evaluate and optimize mutual fund portfolios to balance returns with tax efficiency. Whether you’re an investor, financial professional, or someone preparing for retirement, this workshop provides actionable insights to help you maximize post-tax wealth.
Learning Objectives
By the end of this workshop, you will:
- Understand taxation of equity & debt mutual funds.
- Learn strategies to reduce capital gains tax impact.
- Identify the role of ELSS and other tax-saving schemes.
- Build retirement plans using systematic investment strategies.
- Design tax-efficient portfolios aligned with financial goals.
- Apply techniques like tax harvesting and indexation.
- Evaluate mutual fund choices from a tax perspective.
- Gain hands-on practice with tax-saving and portfolio tools.
Target Audience
- Working professionals planning long-term tax savings
- Investors seeking retirement-focused strategies
- Anyone looking to improve tax efficiency in investments
- Financial advisors, planners, and consultants
- HR & L&D professionals designing financial wellness programs
Reasons to Enroll
Smart tax planning can significantly improve long-term wealth outcomes. This workshop helps participants understand how mutual funds fit into tax-saving strategies and retirement planning. You’ll explore capital gains tax implications, learn about tax-efficient investment choices, and gain practical insights into reducing tax liability while maximizing returns. Through interactive exercises and real-world case studies, the course ensures that you leave with applicable strategies for smarter financial decision-making. With certification, peer networking, and inclusive refreshments, this program delivers exceptional value for professionals and individuals aiming to strengthen their financial planning skills.
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Team Enrollment Benefits:
- Register 3 or more participants → 10% savings
- Register 10 or more participants → 15% savings
Looking to bring this training directly to your organization?
Our in-house option brings the Mutual Funds and Tax Planning workshop on-site, tailored to your team’s financial and strategic goals. Delivered as a 1-day intensive session, it equips participants with tax-efficient investment strategies, practical tools, and case-based insights they can apply immediately. This cost-effective option helps organizations empower employees with essential financial knowledge—without the added expense or time required for travel.
📧 Contact us today to schedule a customized in-house session:
Agenda
Module 1: Introduction to Mutual Funds & Tax Basics
Info: • Types of mutual funds and structures
• Basics of income tax and tax brackets
• Role of mutual funds in tax planning
• Activity: Case Study
Module 2: Capital Gains & Taxation
Info: • Short-term vs long-term capital gains tax
• Tax implications of dividends and redemptions
• Indexation benefits and strategies
• Activity: Tax Scenario Exercise
Module 3: Tax-Saving Mutual Funds (ELSS & More)
Info: • Equity Linked Savings Schemes (ELSS) explained
• Section 80C benefits and lock-in rules
• Comparing ELSS with other tax-saving instruments
• Activity: Fund Comparison
Module 4: Retirement & Wealth Planning with Mutual Funds
Info: • Using SIPs and SWPs for retirement income
• Building a retirement corpus through mutual funds
• Combining risk, return, and tax-efficiency
• Activity: Retirement Planning Worksheet
Module 5: Tax-Efficient Portfolio Design
Info: • Asset allocation with tax in mind
• Tax-loss harvesting techniques
• Best practices for long-term efficiency
• Activity: Portfolio Design
Module 6: Implementing Strategies in Real Life
Info: • Aligning tax-saving with financial goals
• Reviewing and rebalancing portfolios
• Common mistakes to avoid in tax planning
• Activity: Action Plan
Where is it happening?
Regus - Houston - Upper Kirby, 12 Greenway Plaza #1100, Houston, United StatesEvent Location & Nearby Stays:
USD 591.28 to USD 703.54
