Upcoming Seminars : Horizon Wealth Strategies, LLC

Upcoming Seminars

Tax Favored Investing

Course Consists of One Session

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Available Venues
Social Organizations
Corporate Education


All sessions: 45 minutes

This powerful workshop content keeps in mind the saying:

“It’s not what you make, but what you keep that’s important.”

Course Highlights:

  • We review what drives tax rates and the future implications of possible tax increases to the financial plan
  • How is your money being taxed today, and how will it be taxed in the future?
  • Diversification, which may include asset allocation, risk tolerance, liquidity needs, and tax liability will be discussed
  • Several models for structuring financial portfolios will be introduced, as well as effective ideas for immediate tax reduction.

Participants will:

  • Learn how to set realistic financial goals and how to work towards them.
  • Understand effective techniques for maximizing returns and minimizing risks.
  • Learn what your unique and personal need for savings and retirement are.
  • Learn how financial strategies benefit you by reviewing investment and asset allocation.

The workshops and insurance sales presentation is for informational purposes only. Neither Horizon Wealth Strategies, LLC, its staff nor NYLIFE Securities LLC or its representative/affiliates provide tax, legal or accounting advice. Please consult your own professionals for tax, legal or accounting advice. Horizon Wealth Strategies LLC is independently owned and operated from NYLIFE Securities LLC and its affiliates. All investing involves risk, including the possible loss of principal. Mutual funds are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. Mark D. Olson, Irene Stolte, Michael A. Ferrara are Financial Advisers offering financial planning and investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser and Registered Representatives of & offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency , 21 Maple St., Somerville, NJ 08876 & 379 Thornall St., 8th Floor, Edison, NJ 08837.