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Tax Managed Investing Seminar – Presented by First Citizens State Bank and First Citizens Investment Services

Name: Tax Managed Investing Seminar – Presented by First Citizens State Bank and First Citizens Investment Services
Start: 2026-04-21T17:15:00-05:00
End: 2026-04-21T19:00:00-05:00
Location: First Citizens State Bank @ 207 W Main Street, Whitewater, WI 53190

April 21 @ 5:15 pm - 7:00 pm

Free

Navigate your wealth journey in a tax-efficient way.

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.

Join our First Citizens Investment Services Advisors and guest speakers from Russell Investments to 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

Whether you invest now or are looking to start, this seminar is for you.

This open event will be held on Tuesday, April 21st at First Citizens State Bank’s main office at 207 W Main Street in Whitewater, WI. Light refreshments will be provided starting at 5:15 and the seminar will begin at 5:30.

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