Tax-Advantaged Investments and Income
Lifelong Learning

Join us for an informative experience where you'll learn how to identify investments and account types. Students will learn about savings plans that offer tax-exempt, tax-deferred, or tax-favorable benefits; including tax efficient income streams for retirees, retirement accounts, and employee benefits. The class will also cover gifting to charitable organizations and family members, municipal bonds, HAS's, both IRA's and Roth 401k's, and annuities. Expect to leave this class with specific, actionable ideas that will help you save on the taxes you pay over time.