Learn What Smart Investors Are Doing to Lower Their Tax Burden

Joint us for this educational event where Dan Hodo, Senior Regional Director from Russell Investments, will discuss important issues such as:

- Why you tax rate might be the most overlooked aspect of your investments.
- How to review your personal tax returns to identify unnecessary tax burdens.
- What potential tax changes may be implemented in the future.
- How to leverage Tax-Managed Investing into your portfolio.
- What are the Pros and Cons of Municipal Bonds for tax-sensitive investors.
- What are the benefits of Taxable Trusts.
- What steps you can take now to lower your tax burden on your investments



This seminar has been funded in whole by Russell Investments.

Investors should consider the investment objectives, risks, charges and expenses of the fund carefully before investing. The prospectus contains this and other information about the funds. Contact your financial professional or the issuing firm to obtain a prospectus which should be read carefully before investing or sending money.  This information is general in nature and should not be construed as tax advice.  Please consult a tax or legal advisor as to how this information affects your particular circumstances.  

Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. CA Insurance License #0D28002

Nicole Reif - Financial Advisor
900 SW 16th St, Ste 110 Renton, WA 98057 (206)204-3066