2017-2018 PTOS FINANCIAL PLANNING AND INSURANCE TALKS SERIES

Talk #2: Making Investing Less Taxing:

A Beginners Guide to Keeping More of Your Investments

It’s not what you earn, it’s what you keep! One of the biggest drags on investor performance is taxes.  Come to this presentation to learn:

-How to keep more your investment earnings and pay less taxes
-To Roth, or not to Roth
-How to save for college, tax efficiently
-Other tax efficient vehicles

PRESENTATION TIME/LOCATION:

Thursday, May 11, 2017, 10:30-11:30, Jefferson Conference Center –Level 1

WebEx for the Presentation:

https://uspto-events2.webex.com/uspto-events2/onstage/g.php?MTID=e2f417cf0bbebef1ab5252f006be98e82

Event number: 641 815 066, Event password: 12345

(Teleconference only: 1-571-270-7000, Meeting ID: 641 815 066)

Closed Captions:

http://www.captionedtext.com/client/embed.aspx?EventID=3260055

Light refreshments will be provided to participants while supplies last.

HOSTED BY: Patent & Trademark Office Society (PTOS) Education Committee.

For more info about these “Talks”, please contact Angela Nguyen, Robert Morlan, and Aimee Li.

To learn more about or to join PTOS, please visit www.PTOS.org.