February 27, 2019

Saving Your Portfolio from Unnecessary Taxes Seminar

Capital Advantage Senior Advisor, Ian Castille, CFP® presented another Tax seminar on Tuesday, February 27, 2019. His seminar, Saving Your Portfolio from Unnecessary Taxes, focused on ways investors can maximize tax efficiencies for their portfolio.

Ian Castille, CFP®, a Principal and a Senior Financial Advisor at Capital Advantage is part of the investment team, and is responsible for developing and maintaining client relationships, designing financial plans, and managing investment portfolios.

Need a speaker for your event? Our Senior Advisors at Capital Advantage are available to share their expertise on broad variety of financial planning and investing subjects including Empowering Women Investors, Saving Your Portfolio from Unnecessary Taxes, To Roth or Not To Roth, The Science of Wealth Accumulation, Retirement Planning and more.

 

We’d love to start a conversation with you. Call or request an appointment today.

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Big city credentials without the commute.