Understanding taxes is tough, especially when it relates to taxes on your investments. As your LPL Wealth Advisor, I strive to guide you through your wealth journey in a tax-efficient way.
I’m thrilled to invite you to a special event with Derek Hart at Russell Investments, as we discuss essential tax tips and tactics that may help you manage the tax burden on your investments and prepare your portfolio for potential tax changes.
Taxes can be managed. Now may be a good time to review your portfolio and discuss ways to potentially build your after-tax wealth.
We hope you’ll join us.
BNG Wealth Advisors & Russell Investments - Tax-Season Essentials For Individual Investors Webinar Invitation
As an attendee, you’ll get insights on:
- Potential impact of taxes on your investments
- Steps you can take to be a tax-smart investor
- Why active tax-managed investing is worth considering
Please register using this link: https://russellinvestments.zoom.us/webinar/register/WN_sj7IwPdjRqiscAi2vER-iw, or contact Balaji Rao at (949)981-3981 or email@example.com.
Space is limited, register at your earliest convenience.
Fund objectives, risks, charges, and expenses should be carefully considered before investing. A summary prospectus, if available, or a prospectus containing this and other important information can be obtained by calling 800-787-7354 or by visiting russellinvestments.com. Please read a prospectus carefully before investing.
Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.
Event registration does not imply obligation or promise to attend. There is no fee for this event.
Balaji Rao is a registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Russell Investments is not affiliated with LPL Financial or BNG Wealth Advisors.
Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates, with a significant minority stake held by funds managed by Reverence Capital Partners. Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.
Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.
Russell Investments Financial Services, Inc., member FINRA, part of Russell Investments.
Copyright © Russell Investments 2021. All rights reserved. First used: October 2021. RIFIS-24289
Date and Time
Thu, Mar 23, 2023
1:00p - 2:00p PST