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.