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.