NEW HAMPSHIRE ESTATE PLANNING COUNCIL

Join us on Wednesday, February 18th

for a complimentary Lunch & Learn by ZOOM* hosted by Elizabeth Larson, CFP, CEPA, AAMS, Edward Jones Investments and Michael Solari, CFP, Solari Financial Planning.

Title
Tips to Tax-Smart Investing and Lifetime Wealth

Introduction
How to Keep More of What Your Clients Earn (Now and in Retirement). Smart investing isn't just about picking the right stocks; it's about making sure the IRS doesn't get a bigger piece of the pie than they should. Join us for a candid and fun session on how to maximize your clients' wealth 

The Allocation Game: Where's the best spot to hold different investments (taxable, tax-deferred, tax-free accounts) to optimize growth, and how can we ensure a tax-free transfer to heirs?

The Tax-Loss Tactic: How to use investment dips as a way to offset gains and effectively reduce current taxes.

(*A ZOOM link will be sent to registrants prior to the event.)