Understanding taxes is tough, especially when it relates to taxes on your investments. As financial advisors, we strive to guide you through your wealth journey in a tax-efficient way.
We are thrilled to invite you to a special event co-hosted by Peter Schultz from BA Tax Pros. We will hear from guest speaker Michael Montemayor, Regional Director at Russell Investments, as we discuss essential tax tips and tactics that may help you minimize the tax burden on your investments and prepare your portfolios for potential tax changes.
Taxes can be managed. Now may be a good time to review your portfolio and discuss was to potentially build your after-tax wealth.
As an attendee, you’ll get insights on:
- Potential impact of taxes on your investments
- Steps you can take to be a tax-smart investor
- Why active tax-managed investing is worth considering
To register, please click on the green button to the right. Space is limited - register at your earliest convenience. Lunch will be provided for all registered participants!
This event will be sponsored in part by Russell Investments.
Date and Time
Thu, Mar 16, 2023
11:45a - 1:00p CST