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UID:2881620260218T170000ZLunch & Learn - Tips to Tax-Smart Investing and Lifetime Wealth by ZOOM
DTSTAMP:20260519T135149Z
DESCRIPTION:\nProudly Sponsored By:\n \n\n \n\n \nJoin us on Wednesday, February 18th\n \nfor a complimentary Lunch & Learn by ZOOM* hosted by Elisabeth Larson, CFP, CEPA, AAMS, Edward Jones Investments and Michael Solari, CFP, Solari Financial Planning.\n \nTitle\n Tips to Tax-Smart Investing and Lifetime Wealth\n\nIntroduction\n 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 \n\n 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?\n\n The Tax-Loss Tactic: How to use investment dips as a way to offset gains and effectively reduce current taxes.\n \nYou must register in advance with ZOOM for this meeting in order to obtain the meeting link.  Please visit:  https://edwardjones.zoom.us/meeting/register/BYh5yn6ASeioFbnm2RJ3LQ to register directly with ZOOM after registering with NHEPC.\n \n \n
SUMMARY:Lunch & Learn - Tips to Tax-Smart Investing and Lifetime Wealth by ZOOM - New Hampshire Estate Planning Council 
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