Tax Favored Investing

A PERSONAL MONEY MANAGEMENT WORKSHOP

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What You Will Learn:
Even basic tax laws are ever-changing making it difficult for the average employee to plan properly. This session provides a solid foundation for proper long-term tax-conscious planning with a Macro Asset Perspective®

 

 

 

 

 

 

…for more than five years HP employees continue to give positive feedback…

By BILL DUGGIN, CALIFORNIA REGION CREDIT UNION, OPERATIONS MANAGER, HP.

 

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TOPICS INCLUDE:

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  • THE CURRENT STATE OF CHANGE

  • THE MACRO ASSET PERSPECTIVE®

  • THE LIFE OF YOUR MORTGAGE

  • PUTTING YOUR IRA TO WORK EARLY

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