50 Shades of Taxes
Don't Let Tax Season Dominate Your Concerns!
Join us Thursday, March 15th to discuss how you may be able to invest while keeping the tax man a submissive part of your life.
Learn which investments may provide tax advantages and which investments may be ticking time bombs you should avoid.
See how you can invest for both Growth and Income while mitigating the potential tax costs.
Understand how certain types of income may cause you to pay more in taxes than you may need and how to prevent this.
Hear how the recent tax bill may affect your portfolio.
In addition to the above, we will be discussing the recent market action and ways for investors to remain prudent while finding opportunities.
Please use the form to reserve your seat or call us at (949)590-4200.
Thursday, March 15th at 12:00pm
18872 MacArthur Blvd. 1st Floor
Irvine, CA 92612
Lunch and Learn - About Our Events
Connect with other investors to discuss current issues and topics relevant to the markets. Our monthly Lunch and Learn gatherings offer an informative dialogue, with a question and answer session with either a Professional Money Manager, Guest Speakers, or Tax Professionals. Chat with other investors from the area so that you discover new strategies and resources.
The opinions expressed are those of Colby McFadden and Quiver Financial as of February 28, 2018 and are subject to change due to market or other conditions. This is not a solicitation or recommendation of any investment; always consult a Financial Advisor before investing into any investment. Securities and advisory services offered through WestPark Capital, Inc. - Member FINRA / SIPC / http://brokercheck.finra.org
Quiver Financial and WestPark Capital are not affiliate firms.
18872 MacArthur, 1st Floor, Irvine, CA 92612 - 949.590.4200