Join Farpointe Wealth Partners for an insightful Lunch & Learn at Calabrese in Southlake featuring Russell Investments' presentation, Navigate the Complexities of Investment Taxes.

Tax-focused investing is about more than picking the right investments for your clients or just capital gains - it’s also about managing the tax implications of those investments. Some advantages and benefits include: 

• Opportunities to improve after-tax returns by reducing how much your clients owe on investment growth 
• Tax-deferred growth account options like IRAs or 401(k)s
• Tax-loss harvesting to offset capital gains taxes 
• Ways to reduce estate taxes

Michael Montemayor, CFP^®, EA, will share valuable insights on the tax code and its implications on investment returns, the value of tax-managed investing, and opportunities for you and your clients. 

The session qualifies for 1 CFP^® CE and 1 CPA CE credit through Russell Investments.

Don't miss this complimentary opportunity to deepen your knowledge and network with peers. Space is limited - reserve your seat today!

Michael Montemayor is not affiliated or registered with Cetera Financial Specialists LLC. Any information provided by Michael is no way related to Cetera Financial Specialists LLC or its registered representatives.