Broker Check

TAX SMART INVESTING EXPLAINED

24 Aug
TAX SMART INVESTING EXPLAINED

Description

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.

Date and Time

Wed, August 24, 2022

5:30p - 6:30p CST

Location

StrongBox Wealth

3470 NE Ralph Powell Rd., Ste. A
LEES SUMMIT, MO 64064

Note

PRIVATE CONSULTATIONS AVAILABLE UPON REQUEST

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StrongBox Wealth
StrongBox Wealth
StrongBox Wealth
https://www.strongboxwealth.com/ 816-607-5410