ACG NJ Member Forum Meeting, Sept. 21, 2023

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ACG NJ Member Forum

Event Details

When:

September 21, 2023 9 AM - 10:30 AM EDT

Where:
Location Name
Virtual - ACG New Jersey
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Overview

Body

Understanding the Tax Consequences of Investing

Investing involves setting goals for building wealth, or preparing for retirement or leaving a legacy. Yet, the greatest arbiter of long-term wealth may well be the management of taxes. This Member Forum will discuss:

  • How will taxes impact the achievement of your goals?
  • How to evaluate the tax impact on various financial vehicles.
  • What investments can best facilitate needed outcome?
  • Learn about tax “location” vs. investment “allocation.”

Speakers

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Mark J. Reisman, Equitable Advisors

Mark J. Reisman, CRPC

Equitable Advisors
Financial Advisor
Hosted by: ACG
Chapter
New Jersey
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Event Materials

Event Materials

This virtual event is for ACG Members Only.
Zoom login details will be shared in registration confirmation email and sent the day prior as a reminder.

Registration:
ACG Members           Complimentary!