Updated: 6 days ago
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:
Investment Location Preference
Diversified Holding Periods
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!