Merging strategies of asset allocation with tax-diversity. This interactive workshop will help attendees discover the value of proper "horizontal diversification," that is; diversification between tax treatments; the potential rewards associated with such a strategy, and how to integrate the concept into their own personal planning.
Tuesday Apr 3, 2018
6:00 PM - 7:00 PM MDT
April 3, 2018 / 6-7pm
3200 Cherry Creek South Drive Denver, CO 80209
Free
Jeff Ray and Catherine Brady
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