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Creating Wealth Series: Protecting Your Assets From Volatility AND Tax

Creating Wealth Series: Protecting Your Assets From Volatility AND Tax

Creating Wealth Series: Protecting Your Assets From Volatility AND Tax

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Join us at Prevail to kick off our FIRST educational event of 2024: Protecting Your Assets From Volatility AND Tax

About this event:

Welcome to 2024! We certainly have an exciting year ahead. The Presidential election alone will likely be a headline topic in the forefront of many investors’ minds. Will the election spark market volatility? How will the volatility impact your portfolio?

Just as the dust settles from the election and our newly elected President settles in, tax rates will increase. On 12/31/2025, Trump’s tax cuts will sunset and default back to the old rates. Are you prepared to pay higher taxes?

Both topics can have significant implications on all of us. At Prevail, we believe that diversification not only includes limiting investment exposure to market volatility but also planning for fluctuations in income tax rates—so that you can ultimately keep more of what’s yours. There is still time to make adjustments to limit your exposure. Join us on February 20th to learn more!

Event registration closed.
 

Date And Time

Tue, February 20, 2024 - 04:30 PM (CST) to
Tue, February 20, 2024 - 06:00 PM (CST)
 

Registration End Date

Tue, February 20, 2024

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