Keeping More of What you Own with Tax-Advantaged Investments

Keeping More of What you Own with Tax-Advantaged Investments

Tuesday, March 10, 2015 – 11:30

Topics of Discussion:

  • Tax-advantaged ways to invest for retirement and college
  • Economic Update: Headwinds/Tailwinds
  • Double tax advantages of municipal bonds

The event will be held at The Grille on Laurel  in Lake Forest, IL. Click here for directions.

Please feel free to invite a guest who may benefit from the services of TS Financial Group, LLC.

Investments are subject to risks and fluctuate in value. Income from municipal bonds may be subject to the federal alternative minimum tax and state and local taxes. There is no guarantee that the strategies discussed will work in any market.

Prospectuses containing more complete information about mutual funds will be available at the seminar or you can visit for the summary prospectuses or prospectuses. You should carefully consider the fund’s investment objectives, risks, charges and expenses before investing. Information about these and other important subjects is in the fund’s summary prospectus or prospectus, which you should read carefully before investing.

Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by any bank or credit union.

 Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through Alchemy Advisors, LLC, a registered investment advisor. TS Financial Group, LLC and Alchemy Advisors, LLC are separate entities from LPL Financial. Jeffrey Turner and Federate are not affiliated with TS Financial Group, LLC, Alchemy Advisors, LLC or LPL Financial.

By |2019-03-21T23:52:22-05:00March 10th, 2015|Events|Comments Off on Keeping More of What you Own with Tax-Advantaged Investments
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