« Back to Events

Finance 101: Investing for the Life You Deserve–Today & Tomorrow

Start:
October 16, 2017 4:00 pm
End:
October 16, 2017 5:30 pm
Cost:
Free
Organizer:
Walnut Creek Library Foundation
Phone:
925-935-5395
Email:
info@wclibrary.org
Venue:
Oak View Room - Walnut Creek Library
Address:
Google Map
1644 N. Broadway Ave., Walnut Creek, CA, United States, 94596

Investing for the Life You Deserve–Today and Tomorrow

Monday, October 16 @ 4:00 pm
Oak View Room ~ Walnut Creek Library – REGISTER>

Taxes can put a good size dent in your investment returns and your retirement income. It’s important to understand the tax implications of each of your investment accounts. This workshop, led by financial adviser Tatia MacKinnon, will focus on seven essential components to smart investing and the impact of taxes. 
 
Tatia MacKinnon, CRPC–Finacial Adviser and Vice President of an Ameriprise Platinum Financial Services Practice has had a financial planning practice in downtown Walnut Creek since 1999. She helps people create and preserve their wealth. She specializes in advising clients on areas such as executive comp and stock options. She also focuses on retirement planning and distributions, as well as taking steps to fund short-term goals, such as cash reserves and that much needed vacation.
 
iCal Import + Google Calendar
   

Pin It on Pinterest