Date/Time
Date(s) - 11/05/2026
6:00 pm - 7:00 pm
Location
Harrisville Branch
Categories
Learn Tax-Efficient Investment Strategies
Taxes can have a significant impact on investment outcomes. Understanding where taxes apply can help identify opportunities to keep more of your money. To learn more about why tax-efficient investing matters, join us for a complimentary educational seminar on Thursday, November 5, from 6 – 7 p.m. at our Harrisville branch.
A professional advisor from LPL Financial (LPL*) will be there to explain such concepts at:
- Tax rates
- Roth IRAs
- Municipal bonds
- Tax-loss harvesting
- Charitable giving
- Trusts
- Tax-deferred investments
There is no cost to attend, but seating is limited. Please RSVP by filling out the form below or calling (801) 827-2025.
Tax-Efficient Investment Strategies
Thursday, November 5, 6 – 7 p.m.
358 North Harrisville Road
Ogden, UT