Tax-Smart Investment Strategies Explained

Tax-Smart Investing: Strategies for a Stronger Financial Future
Date: March 27
Time: 6:00–7:00 PM
Location: Brisbane City Hall Annex, 25 Park Place
Hosted by: Brisbane Chamber of Commerce & Sven Geffken, Edward Jones

The Brisbane Chamber of Commerce and financial advisor Sven Geffken of Edward Jones invite you to an informative seminar on Tax-Smart Investing. Learn key strategies to optimize your investments and minimize tax burdens, including:

• Maximizing tax-deferred investment opportunities in IRAs and 401(k) plans

• Understanding tax-free investment options like municipal bonds and Roth accounts

• The benefits of a long-term "buy and hold" investment strategy

• How to anticipate and manage unexpected investment-related taxes

Whether you're an experienced investor or just getting started, this seminar will provide valuable insights to help you align your investments with your financial goals.

This event is free to attend, but space is limited. Reserve your spot today! NO Chamber Membership required to attend!