top of page
Search

By Popular Demand! Coming Soon to Delaware, OH

Writer's picture: pfeiffp67pfeiffp67

Updated: Jun 7, 2021


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!


6 views0 comments

Opmerkingen


Opmerkingen zijn uitgezet.
NorthPoint Logo

NorthPoint Financial Planning, LLC. (“NFP”) is a registered investment adviser offering advisory services in the States of Ohio and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by NFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of NFP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

NorthPoint Finanical Planning LLC.                                                 All Rights Reserved                                    https://northpointfinancialplanning.com

bottom of page