Date: Sept. 18, 2024
Time: 10 – 11 a.m. PT
Join us for a Wednesday, September 18 at 10 a.m. for a Zoom call discussion where we will share insights on the investing landscape and what we are doing to help investors improve their after-tax wealth.
The discussion will include:
• The impact of taxes on investment returns
• Approaches to evaluate tax-managed investing
• Strategies to improve after-tax wealth
Hosted by Derek Hart, Regional Director - Southern California at Russell Investments and Q&A moderated at William Kim, Wealth Management Advisor at Tax & Financial Group.
Zoom Call-in Information
https://calcpa-org.zoom.us/j/4015805741?omn=83039537360
Meeting ID: 401 580 5741
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+16699006833,,4015805741# US (San Jose)
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K3060824
Virtual
All CalCPA members and non-members.