Search

By Popular Demand! Coming Soon to Delaware, OH

Updated: Jun 7


I have some exciting news. Based on feedback from clients, NorthPoint Financial Planning has scheduled a Savvy Soiree Episode 1: Tax Efficient Investing for 6:30 pm, July 15, 2021 at Co-Hatch in Delaware, OH.


With the impacts of new tax legislation, it is more important than never to understand how to increase the tax-efficiency of your investments. During this event you will learn 5 ways to invest efficiently (the “Savvy”) by implementing:

  • Tax-efficient accounts

  • Tax-efficient choices

  • Investment Location Preference

  • Diversified Holding Periods

  • Tax-Loss Harvesting

AND enjoy a selection of wine and local craft beer with other “like-minded” friends of NorthPoint (the “Soiree”)


AND stick around for a chance to win our “mystery” door-prize!

If you have money in an IRA, 401(k), 403(b), or any other type of taxable account, you won’t want to miss this presentation!


Continue reading and Register to attend...

256 views0 comments