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Is My Financial Plan Still the Right One?
Date/Time
Date(s) - 03/27/2014
9:30 am - 11:30 am
Location
Beth El Hebrew Congregation
Tuesday, March 27, 9am
Speck-Caudron investment group of Wells Fargo Advisors, will discuss conservative strategies for reducing taxes. Topics include evaluating tax-advantaged and taxable income investments, assessing long-term growth with tax deferral, and looking at the criteria for selecting investments appropriate for you.
Free and open to the public. Registration and coffee start at 9:30 to 10:00 a.m.
Members should call the office if they need a ride.