Tax Efficient Investment Strategies

Enjoy a cup of coffee on us while you gain knowledge that can significantly impact your financial well-being. 

Join us for an engaging and informative coffee meeting where we will delve into the crucial topic of tax-efficient investing. In today's financial lanscape, understanding how to maximize your investments while minimizing tax liabilities is more important than ever. 

Don't miss this opportunity to learn from experts, ask questions and network. Together, we can navigate the complexities of tax-efficient ivesting and empower you to make informed financial decisions using methods that are not as common. 

The event will be limited to 15 people, please email Lenny Lippert(lenny.lippert@wellsfargo.com) or Michael Blunt(Michael.blunt1@wellsfargo.com) to RSVP for the event.