Tax Efficient Investing Seminar
Date: Tuesday, June 25, 2024
Time: 12:00 PM – 1:30 PM
Location: ILWU Credit Union Long Beach Headquarters located at:
3447 Atlantic Ave. Long Beach, CA 90807
Attend this seminar created specifically for ILWU members to review investment strategies designed for high income earners to help minimize their tax liabilities. The presentation will discuss the impact of income taxes and capital gains taxes on your income, savings, and investments. The workshop will go over the tax benefits of saving and investing in your 401(k) as well as the concepts of asset location and tax loss harvesting. The tax benefits of Treasury Bills, Municipal Bonds, and Tax Deferred Annuities will also be reviewed and discussed.
Register Today
Reserve a spot now! Space is limited! Sign-up now or call 866.445.9828.
Seminar Presented By:
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
CUSO Financial Services, L.P. does not provide tax advice. For specific tax advice, please consult a qualified tax professional.