may, 2022
24may12:00 pm1:00 pm"Tax-Smart Investing" WEBINAR - (12pm start) - complete
Time
(Tuesday) 12:00 pm - 1:00 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Taxes can take a big bite out of your total investment returns, so it's helpful to look for tax-advantaged strategies when building a portfolio, whether that be tax-deferred or
Event Details
Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio, whether that be tax-deferred or tax-free.
In this webinar, Drew Snider, CFP® and Director, Financial Planning, at Coastal Credit Union, is going to cover both taxable and tax advantaged investment account options in detail such as Traditional and Roth IRAs, Annuities, Health-Savings Accounts, College 529 savings plans and 401(k) plans. Additional discussion areas will include investment strategies around diversification, asset allocation and dollar-cost averaging.
Drew will be be joined by CFS financial advisors, Jonah Kaufman and Rick Lowe. They are all part of the Coastal Wealth Management team (through CFS*). To learn more about our team, visit the Presenter page for this event.
WEBINAR LOG IN DETAILS FOR THIS EVENT WILL BE EMAILED TO YOU ONCE YOU REGISTER ABOVE UNDER “LEARN MORE”.