Tax Favored Investing
Course Consists of One Session
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Available Venues
Social Organizations
Corporate Education
Location
TBD
Dates/Time
TBD
All sessions: 45 minutes
This powerful workshop content keeps in mind the saying:
“It’s not what you make, but what you keep that’s important.”
Course Highlights:
- We review what drives tax rates and the future implications of possible tax increases to the financial plan
- How is your money being taxed today, and how will it be taxed in the future?
- Diversification, which may include asset allocation, risk tolerance, liquidity needs, and tax liability will be discussed
- Several models for structuring financial portfolios will be introduced, as well as effective ideas for immediate tax reduction.
Participants will:
- Learn how to set realistic financial goals and how to work towards them.
- Understand effective techniques for maximizing returns and minimizing risks.
- Learn what your unique and personal need for savings and retirement are.
- Learn how financial strategies benefit you by reviewing investment and asset allocation.
