Business Lunch Seminar - Tax-Wise Investment and Retirement Plan Considerations

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Name: Business Lunch Seminar - Tax-Wise Investment and Retirement Plan Considerations
Date: September 25, 2019
Time: 11:30 AM - 1:00 PM MDT
Registration: Register Now
Event Description:
Presenter: Justin Haring, H&R Block & Money Concepts
Topics to be covered:
  • Types of Investment Income
  • Strategies for Tax Minimization and Deferral in Accumulation and Distribution Phases
  • Retirement Plan Account Types with Pros/Cons
  • Examples of Certain Tax-Advantaged Investment Strategies
Catering provided by: Headwaters BBQ
Location:
The Chamber 
2000 Commerce Way    
Bozeman, MT  59715
Date/Time Information:
Registration|Lunch - 11:30a.m. - 12:00p.m.
Presentation - 12:00p.m. - 1:00p.m.

 
Contact Information:
Question, please contact Karri Clark at 922-0446.
Fees/Admission:
Members:  $20
Non Member:  $105
Passes may be included with membership.

Registration is non-refundable 7 days prior to the event .

 
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