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First Citizens State Bank: Tax Managed Investing Seminar
September 1 @ 5:30 pm - 7:00 pm
Free
Navigate your wealth journey in a tax-efficient way. Join us as we discuss:
– The 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
Understanding taxes can be challenging, particularly regarding taxes on your investments. The valuable insights we’ll share at this seminar could assist you in reducing tax burden on your investments and positioning your portfolios for potential tax changes.
– The 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
Understanding taxes can be challenging, particularly regarding taxes on your investments. The valuable insights we’ll share at this seminar could assist you in reducing tax burden on your investments and positioning your portfolios for potential tax changes.
Whether you invest now or are looking to start, this seminar is for you.
Light refreshments will be provided starting at 5:15 with the seminar beginning at 5:30.
RSPVs are appreciated. Please respond on this event, email Susan Foley at sfoley@firstcitizensww.com, or call 262-473-1408.
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