Is my portfolio tax-optimized? Diversification and allocation strategies are incredibly important to a well-balanced portfolio, but taxes are overlooked as a potential drag on investment growth.
To tackle tax-efficient investing, we’ve tapped Kevin Daniel CPA, CFP®, a Senior Wealth Manager from Plancorp Wealth Management. With over a decade in public accounting under his belt, Kevin then became an advisor to help put his tax knowledge to work for individuals and families looking to make the most of their opportunity.
In this webinar, you will:
– Gain a clear understanding of how different accounts and assets are taxed.
– Learn the blueprint for a tax-advantaged portfolio.
– Walk away with actionable tax strategies for long-term investment accounts.
Don’t miss the opportunity to book a one-on-one follow-up call with Kevin after the webinar to chat about the specifics of your financial plan. RSVP today to secure your seat.
