Get Free Access to  "Introduction to Direct Indexing and Tax Efficiency" with Mo Al Adham, Founder & CEO of Frec

In this recording, Mo Al Adham, founder and CEO of Frec, hosts an exclusive fireside chat tailored for the Dental Nachos community. As a high-earning dental professional, you know taxes can take a significant bite out of your investment returns, but what if you could reclaim more of your hard-earned money while building long-term wealth? In this insightful session, Mo breaks down how direct indexing with tax-loss harvesting can benefit dental professionals by offsetting near-term tax liabilities, optimizing tax efficiency during retirement, and reducing unnecessary fees, giving you access to sophisticated investing strategies without the high cost of traditional advisors. You’ll also get an exclusive first look at Frec’s new portfolio allocation tool, designed to help you create a diversified, tax-efficient portfolio built around your goals. The recording wraps up with a valuable live Q&A, where Mo answers real investment questions from the dental community.

Complete the form below to get access to this video. 

What you will learn:

1. Why Direct Indexing Beats ETFs – Learn how low-cost direct indexing offers better tax efficiency, flexibility, and savings.
   
   
2. Smart Portfolio Allocation – Discover strategies to build a diversified, tax-efficient investment portfolio.
   
   
3. Unlock Powerful Investing Tools – Explore Frec’s treasury account, portfolio line of credit, and commission-free trading for greater financial flexibility.
   
   

Featured Speaker 

Brought to you in collaboration with our awesome sponsor, Frec!