Complimentary Tax Planning Strategies Course PDF Print E-mail

Sunday, May 3, 2014; 10:00 a.m.-12:00 p.m.

You'll learn about:

  • New income and estate tax rules for 2014
  • Planning techniques to significantly reduce your income taxes
  • How to create tax-efficient income throughout retirement
  • Tax-sensitive asset allocation
  • Whether a Roth IRA conversion is right for you
  • Minimizing capital gains through tax loss harvesting
  • The impact of the new 3.8% Medicare surtax
  • The best retirement plans for business owners
  • Sophisticated planned giving strategies

Find out more about
important 2014 tax planning opportunities!
Space is Limited.

Register Now


You may also register by calling 949-273-6383.

We encourage you to invite friends, colleagues and family members to this educational course.

 

 
Retirement Planning Today PDF Print E-mail

Next Class:

Dates: May 8 & May 15

Time: 1:00 p.m.–3:00 p.m.

Location:  Orange County /
Orange Coast Community College

 
Plan For Your Future PDF Print E-mail



 
Educational Videos PDF Print E-mail

 


button_pure_v4b

button pure v5

fiscal cliff button

Click here to download your advisor profile checklist.

Pure Financial Advisors,Inc., a Registered Investment Advisor

Copyright © 2012 Pure Financial Advisors, Inc. | Admin Login | Powered by AdvisorFlex