Welcome to our Asset Location Planning Event and Discussion!
This event is designed for individuals seeking to understand how strategic asset placement can minimize taxes and maximize long-term wealth.

What you can expect:
You’ll learn from financial professionals who will:

• Explain the fundamentals of asset location and why it matters for tax efficiency.
• Explore strategies for balancing taxable, tax-deferred, and tax-free accounts.
• Share insights on how asset location planning can reduce tax risk and improve retirement outcomes.

This event is a must-attend for anyone looking to take control of their tax strategy and optimize their financial future.

Agenda:

• 4:30 – 5:00 PM – Arrival & Networking
• 5:00 – 5:45 PM – Facilitated Discussion
• 5:45 – 6:30 PM – Open Networking