While tax and financial planning should take place all year long, there are several actionable strategies to consider before year-end IRS deadlines.

Join us Tuesday, November 15 at 11am PT to learn about important tax planning strategies from one of our professionals at Addison Avenue Investment Services.

An enlightening session that can help you:

  1. Understand how retirement plan contributions can help reduce your taxable income

  2. Learn how charitable giving can affect your taxes

  3. Identify other ways to better position your portfolio for the future

If you register, but miss the webinar, we’ll send you a recording.


Presenter:

Alexander Assaf
Alexander Assaf, CFS®
Director, Investment Services
Registered Representative, RJFS


Registered branch address: 1011 Sunset Blvd. Rocklin, CA 95765 855.744.8585

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Raymond James is not affiliated with First Tech Federal Credit Union or Addison Avenue Investment Services.