> Tax Favored Investing

March, 2019show full yearClose
Event:Tax Favored Investing
Date:March 14th, 2019.
Time:6:00 PM to 7:30 PM
Location:360 Bloomfield Avenue, Windsor
Contact:Sofia Dumansky, MBA, MSM, LUTCF, CLTC (860) 298-1064
click to expand
This powerful workshop content keeps in mind the saying, "It's not what you make but what you keep that's important." With this thought in mind...

We review what drives tax rates and the future implications of possible tax increases to the financial plan.

How is your money being taxed today, and how may it be taxed in the future?

Diversification, which may include asset allocation, risk tolerance, liquidity needs, and tax liability will be discussed.

Several models for structuring financial portfolios will be introduced, as well as effective ideas for tax reduction.



Add Event

Events

First Town Chat
Fridays at 161 Broad Street, Windsor
Tickborne Illness Support Group
Feb 22 at LP Wilson Community Center, 599 Matianuck Ave. Windsor
Open Classroom at the WAC Studios
Feb 23 at Windsor Train Station Studios
Bring Your Gadgets to the Geeks
Feb 25 at Windsor Public Library 323 Broad Street Windsor, CT
First Town Chat
Fridays at 161 Broad Street, Windsor
Monthly Veteran's Coffee Hour
Mar 2 at L.P. Wilson
Open Classroom at the WAC Studios
Mar 2 at Windsor Train Station Studios
Bring Your Gadgets to the Geeks
Mar 4 at Windsor Public Library 323 Broad Street Windsor, CT
Transportation Comm. Mtg
Mar 4 at online
First Town Chat
Fridays at 161 Broad Street, Windsor
Tickborne Illness Support Group
Mar 8 at LP Wilson Community Center, 599 Matianuck Ave. Windsor
Open Classroom at the WAC Studios
Mar 9 at Windsor Train Station Studios
Bring Your Gadgets to the Geeks
Mar 11 at Windsor Public Library 323 Broad Street Windsor, CT
Board of Directors Mtg
Mar 11 at online
Ambassadors Committee Meeting
Mar 12 at online
Alzheimer's Support Group
Mar 13 at Virtual
First Town Chat
Fridays at 161 Broad Street, Windsor
Open Classroom at the WAC Studios
Mar 16 at Windsor Train Station Studios
Programs Committee Mtg
Mar 17 at online
Bring Your Gadgets to the Geeks
Mar 18 at Windsor Public Library 323 Broad Street Windsor, CT
First Town Chat
Fridays at 161 Broad Street, Windsor
First Town Chat
Fridays at 161 Broad Street, Windsor
Tickborne Illness Support Group
Feb 22 at LP Wilson Community Center, 599 Matianuck Ave. Windsor
Open Classroom at the WAC Studios
Feb 23 at Windsor Train Station Studios
Bring Your Gadgets to the Geeks
Feb 25 at Windsor Public Library 323 Broad Street Windsor, CT
First Town Chat
Fridays at 161 Broad Street, Windsor
Tickborne Illness Support Group
Feb 22 at LP Wilson Community Center, 599 Matianuck Ave. Windsor
Open Classroom at the WAC Studios
Feb 23 at Windsor Train Station Studios
AllChamberTodayWeekWeekend