Nicolet Rec. Dept. Offering "Tax-Managed Investing"

You have worked hard to build your wealth. And naturally you want to keep it—rather than lose it unnecessarily to taxes. But how familiar are you with investment strategies that are designed to help you keep your wealth?

Gain insight on why taxes matter and their potential impact on your investment portfolio. There is an overwhelming number of account types, product choices, and techniques that individuals need to consider when evaluating tax-efficient investments.

The instructor will contact the registrants prior to the class in regards to meeting log-in credentials.

Date: June 23
Day: Tuesday
Time: 4:00 - 4:45pm
Location: Online at Home via Zoom
Fee: $10.00R/$20.00NR
Program#: 132300-01
Min/Max: 5/20
Instructor: Jess Henrickson, Financial Advisor - Vice President, KHK Wealth Management Group
at Robert W. Baird Ryan Dooyema, Senior Regional Director, Russell Investments

Register online for this program and other programs at: https://web2.vermontsystems.co...