May 4, 2017

How to Save Your Portfolio From Unnecessary Taxes at Schwab Oakland

We had a wonderful lunch seminar in the courtyard at the Schwab Oakland branch last Thursday. Thank you to Joe Benvenuto and his team for hosting Ian Castille for a discussion about “How to Save Your Portfolio from Unnecessary Taxes.” We were thrilled to have over 70 guests in attendance!

Click the link below to download the event presentation materials.

Save Your Portfolio from Unnecessary Taxes