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Tax-Efficient Investment Strategies

Topic

Investment Planning

Program ID

258795

Hours

1

Format

Live / Stand-alone Workshop or Seminar

Complexity

Intermediate

Description

This presentation focuses on the importance of a tax efficient investment strategy in light of higher tax laws which are causing concern for many high income earners. Focuses on strategies, including the role a variable annuity can play

Learning Objectives

Learn the importance of a tax efficient investment strategy in light of higher tax laws which are causing concern for many high income earners. Explore strategies, including the role a variable annuity can play