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axes are a major drag on portfolio returns, and clients expect you to help them keep more of their earnings. To gain an edge, RIAs need strategies that generate reliable income while maximizing after‑tax outcomes. Join Origin’s Head of Private Wealth, Michael O’Shea, as he explains how private real‑estate investments can boost tax‑advantaged income planning. He will detail Origin’s IncomePlus Fund, a vehicle that offers sustainable, tax‑efficient returns, enhances diversification, and helps firms stand out in a crowded market.

    **Nov 6 2025 | 11 AM PT / 2 PM ET | 1 CE credit**

    **Key topics**

    • Tax‑optimization techniques using private real estate

    • Integrating income‑generating real‑estate into portfolios while managing risk

    • Building resilient diversification beyond traditional assets

    • Practical steps to implement the IncomePlus Fund, with case studies

    The session is pending CE credit approval from the CFP Board, IWI, ETF Institute, and American College. CFA members may self‑document in their CE tracker.

    **Speakers**

    Michael O’Shea, CFA – Head of Private Wealth, Origin Investments

    Roxanna Islam, CFA, CAIA – Head of Sector & Industry Research, VettaFi

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