Our June webinar focused on Tax Aware Investment Strategies. The presentation covered topics including understanding your current & future tax situation, comparing different tax circumstances, and strategies to reduce tax costs when investing. Melissa Joy CFP® founder of Pearl Planning presented this 24- minute informative webinar.

If you missed our webinar, no problem, we’ve got a recording for you. Even better…here’s a cheat sheet of highlights of the webinar with the minute in the video so you can fast forward if your time is limited.

[0:24] Agenda

[1:01] What is your tax situation?

[8:12] Where are your Investments?

[11:38] Strategies to reduce taxes while investing

[26:14] Action Items for you

[27:47] Contact information