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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 (CDT) to
Tue, February 20, 2024 - 06:00 PM (CDT)
 

Registration End Date

Tue, February 20, 2024

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Summer Hours

To give our staff time to spend with their families this summer, we will close every other Friday at 1pm. Thank You for your patience and understanding. Happy Summer!
May 27th  – September 2nd
  • Fridays Off at 1pm:
  • May 27th - Memorial Day
  • June 10th
  • June 24th
  • July 1st - Independence Day
  • July 8th
  • July 22nd
  • August 5th
  • August 19th
  • September 2nd - Labor Day
These are the dates we will close @1PM

Company Info

Home
Events
Contact

Strategies / Services

Tax-Free Strategies
Investment Strategies
Real Estate Strategies

Why Prevail

Business Owners
Wealth Creation
Team of Specialists

Careers

Our Culture
Join Us 
Meet Our Team

 

 

Summer Hours

To give our staff time to spend with their families this summer, we will close every other Friday at 1pm. Thank You for your patience and understanding. Happy Summer!
May 27th  – September 2nd
  • Fridays Off at 1pm:
  • May 27th - Memorial Day
  • June 10th
  • June 24th
  • July 1st - Independence Day
  • July 8th
  • July 22nd
  • August 5th
  • August 19th
  • September 2nd - Labor Day
These are the dates we will close @1PM

Company Info

Home
Events
Contact

Strategies / Services

Tax-Free Strategies
Investment Strategies
Real Estate Strategies

Why Prevail

Business Owners
Wealth Creation
Team of Specialists

Careers

Our Culture
Join Us 
Meet Our Team

 

 

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Prevail

4745 W 136th St
Leawood, KS 66224
Phone: (913) 295-9500

Disclosure 
Investment Advisory services are offered through Prevail Innovative Wealth Advisors, LLC, (PIWA) a federally registered investment advisor. Registration with any securities authority does not imply a certain level of skill or training. Fixed insurance products and services are offered through Prevail Strategies, LLC, a licensed insurance agency. Prevail Innovative Real Estate Opportunities, LLC a propriety real estate division. Prevail Innovative Wealth Advisors, LLC and Prevail Strategies, LLC, and Prevail Real Estate Opportunities, LLC. have common ownership. Prevail Innovative Wealth Advisors, Prevail Strategies and Prevail Innovative Real Estate Opportunities do not provide tax or legal advice. You should always consult your CPA or tax professional for decisions involving tax implications present and future.
Important Information
Investment advisory services are offered through Prevail Innovative Wealth Advisors, LLC, (PIWA) a federally registered investment advisor. Registration with any securities authority does not imply a certain level of skill or training. PIWA and its investment adviser representatives follow the registration requirements of the U.S. Securities and Exchange Commission (SEC) and the states in which PIWA has clients. Prevail Strategies website is intended to provide general information about advisory services and investment and investment-related information. Due to the ever-changing market conditions, any article, or commentaries on the Prevail Strategies website are not an endorsement for any recommendation. No client should assume that any discussion acts as a substitute for personal advice from a PIWA investment advisor representative or another investment principle. No portion of the website should be considered as legal, accounting or tax advice. You should always consult your CPA or tax professional for decisions involving tax implications present and future.

The website has several strategies and topics discussed throughout the content. It is important for prospective clients and website visitors to know there are different entities that offer specific levels of advice, support, or guidance. Fixed insurance products and services are offered through Prevail Strategies, LLC, a licensed insurance agency. Prevail Innovative Real Estate Opportunities, LLC a propriety real estate division. Prevail Innovative Wealth Advisors, LLC, Prevail Innovative Real Estate Opportunities, LLC and Prevail Strategies, LLC have common ownership and control.

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