Join us for a no-cost seminar! Tax Efficient Investing.

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:

Mohammed Ayala Financial Advisor CUSO Financial Services, L.P.*