First Citizens State Bank to Offer Tax Managed Investing Seminar

First Citizens State Bank, 207 W Main Street in Whitewater, will be offering a free tax managed investing seminar on Tuesday, September 1, from 5:30 pm – 7:00 pm.

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.

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.

Share This
Posted in

Other Recent Posts

Whitewater Historical Society Presents “A Bewitching Tale”

Donate While You Dine at Culver’s for Fairhaven’s Hearthstone Memory Care Renovation

Warhawk Women’s Basketball Shooting Clinic for Grades 3-12

This Week’s City Meetings

Last Call for Bethel House’s Annual Fall Dinner! Deadline extended to Sunday

SSM Health St. Mary’s Hospital – Janesville to Host Educational Presentation on GLP-1 Meds

Community Members Honored with Legacy Award During WHS Homecoming Celebration

Obituary: James “Jim” D. Miles, 92, of Fort Atkinson

St. John’s Masonic Lodge Roast Pork Dinner

#FlashbackFriday with the Historical Society: Harvesting Equipment, mid to later 20th century

WPD Officers Johnson and Martin Promoted to Patrol Lieutenant

Brewers Sweep Dodgers in National League Championship; Heading to first World Series in 44 years

It’s Time to Vote!!…For the Top Pet

Student Council Members Deliver Homecoming Food Drive Donations to Food Pantry

Our Readers Share: Ron Binning – Housing construction progress on the east side