Please join us for an educational evening as we learn from Russell Investments on Tax Advantaged Investing!
We will also have a complimentary wine tasting as part of our program provided by the amazing staff at Total Wine & More!
At this event we will cover:
- The effects of taxes on investment portfolios
- How to assess for tax efficiency in your portfolio
- Taxes on distributions - even if you don't sell
- And of course, a bit on wine
Register for your spot as seats are limited!
Securities and advisory services are offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC CA Insurance License # 0644976.), member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.
This event has been funded in whole by Russell Investments.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Mutual Funds and Exchange-Traded Funds are sold only by prospectus. Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained directly from the company or from your financial professional. The prospectus should be read carefully before investing or sending money.
Date and Time
Tue, Jun 13, 2023
6:00p - 7:00p PST
Total Wine & More San Dimas
Total Wine is located in the Target Shopping Center.