Participants will learn how they may be able to reduce their tax burden by aligning tax treatments with investment objectives, and finding the right balance of before- and after-tax investments for their situation.
This financial workshop will be led by Chartered Retirement Planning Counselor and CPA Karen Goersch of Ameriprise Financial.
Coffee and pastries will be offered.
This event is $20 per person, or $10 for DCA members.
Reservations are required by Tuesday, Oct. 6. This can be made online at dariendca.org under Activities & Programs/Financial Workshops, or by contacting the DCA at info@dariendca.org, or 203-655-9050.
A minimum enrollment is required in order to run this workshop.
The DCA is located at 274 Middlesex Road.
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