18
Feb
NAVIGATING TODAY'S TAX ENVIRONMENT 2/18
Description
Let’s talk about your taxes today and how they are changing this year. Learn how to look at your portfolio through a tax-efficiency lens and see what you can do to help manage the taxes on your investments.
Topics for discussion will include:
Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity
Investments are Not deposits • Not NCUSIF insured • Not insured by any federal government
agency • No credit union guarantee • May lose value
Topics for discussion will include:
- Impact of the Tax Cuts and Jobs Act of 2017
- Tax planning strategies
- The importance of tax-efficient investing
Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity
Investments are Not deposits • Not NCUSIF insured • Not insured by any federal government
agency • No credit union guarantee • May lose value
Date and Time
Thu, Feb 18, 2021
2:30p - 3:30p PST