TAX SMART INVESTING EXPLAINED
The IRS keeps enough of your hard-earned money and many investment vehicles are riddled with tax inefficiencies. Learn why tax smart investing strategies should be a central theme in your investment management and financial plan, and what you need to do to improve your success.
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.
LIMITED TO 8 GUESTS IN OFFICE
ZOOM OPTION AVAILABLE
PLEASE INDICATE PREFERENCE FOR IN OFFICE OR ZOOM IN REGISTRATION MESSAGE.
Date and Time
Wed, May 26, 2021
4:30p - 5:15p CST
PRIVATE CONSULTATIONS AVAILABLE UPON REQUEST FOR QUALIFIED INVESTORS.