NEW! Tax-Free Investing: It’s Not What You Make, It’s What You Keep
1 session, 2 hours
Do you want more control over the taxes you pay? You’ll learn about tax-advantaged investments and their features, tax-free
investment returns versus taxable investment returns, three different ways to purchase municipal bonds, and how tax-free
investing can help you achieve your financial goals.
Instructor: Paul Buck is a Certified Financial Planner with 11 years of experience in the industry. He currently works through Edward Jones. He has held several leadership roles in the company including mentor, recruiter and level coach. In those functions, Paul has presented on a variety of topics to groups as small as 5 and as large as fifty. In addition, Paul has delivered multiple educational workshops regarding finances in community settings.
ILR495 Tax-Free Investing: It’s Not What You Make, It’s What You Keep
4-Digit Number: 8120
Tue, 6pm – 8pm, 2/6
Location: Conference Center (E Building)/E126B