Broker Check

TAX SMART INVESTING EXPLAINED

26 May
TAX SMART INVESTING EXPLAINED

Description

At StrongBox Wealth, we believe tax efficient investing should be integrated into your long-term financial plan.  Unfortunately, many individuals are not maximizing the opportunities afforded them where  a few minor adjustments could make an impactful difference.  We often recognize tax mitigation and optimization strategies for clients during our very first consultation.  Learn how tax smart investing strategies could be a central theme in your investment management and financial plan, along with the straightforward steps to implement needed changes.

This discussion will also preview a few of President Biden’s proposed tax changes and what it may mean for you and your investments.  

Target audience includes hard working, successful individuals and couples serious about reducing their current and lifetime tax exposure and who desire a customized action plan created in partnership with CERTIFIED FINANCIAL PLANNER®  and Certified Private Wealth Advisor® professionals having extensive experience in assisting executives, professionals, business owners, and the everyday millionaire next door.


THIS DISCUSSION WILL BE BROADCAST VIA ZOOM.  ZOOM LINK WILL BE PROVIDED IN POST-REGISTRATION EMAIL.

Date and Time

Wed, May 26, 2021

4:30p - 5:15p CST

Location

StrongBox Wealth

3470 NE Ralph Powell Rd., Ste. A
LEE'S SUMMIT, MO 64064

Note

PRIVATE CONSULTATIONS AVAILABLE UPON REQUEST.

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Jon Garlow
Jon Garlow
StrongBox Wealth Wealth Advisor, Founding Partner
https://www.strongboxwealth.com 816-607-5410