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Mid-Columbia Chapter: Financial Planning - 11/26/19 (2 hrs CE)
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Please join us to hear speaker
Anna McClure of Raymond James (The Dalles)
speak on "Financial Planning".

 Export to Your Calendar 11/26/2019
When: Tuesday, Nov 26, 2019
6-8:00 pm
Where: Map this event »
Northern Wasco County PUD
2345 River Rd.
The Dalles, Oregon  97058
United States
Presenter: Anna McClure
Contact: Brenda Derryberry
541.506.9153


Online registration is available until: 11/29/2019
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Please join us to hear speaker Anna McClure of  Raymond James speak on Financial Planning.

Topics

Tax Considerations and the Financial Planning Process – We’ll discuss the Life Stage of an investor and effective tax strategies and considerations including retirement accounts, joint or individual accounts & college planning.   We’ll also discuss in general terms different investment products and their taxability. 

As the tax year comes to a close we’ll cover a year end tax planning worksheet,  discussing planning for capital gains from sale of securities but also from mutual funds and how we might prepare for the tax liability –  discussing the search for some deductions to offset those gains-( i.e. – losses & charitable contributions).

There is no charge to members or first-time attending non-members for this education meeting. Please bring a guest, and remember to register! 

Anna McClure

 

About Speaker ANNA MCCLURE

Anna McClure is a Licensed Financial Advisor with a practice in The Dalles, Or.   She holds her Financial Advisor, and Registered Investment Advisor Licenses and her Accredited Asset Management Certification-she is registered in several states.  She is also a recent graduate from the Raymond James Advisor Mastery Program. 

 

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