Tax-Smart Investing: Keeping More of What You Earn

As the year winds down, it’s the perfect time to make smart financial decisions that can lead to real savings. In this seminar, you’ll learn how to make the most of tax-efficient investment options, manage capital gains thoughtfully, and organize your portfolio in ways that support your long-term goals. This session is designed to be clear, approachable, and full of practical tips you can use to help reduce your tax bill and grow your wealth. Tax-Smart Investing from a Financial Planning Perspective Presented by: Garrett Smith, Private Wealth Advisor, Affirm Wealth Advisors Tax-Smart Investing from a Certified Public Accountant Perspective Presented by: Tyler Houghton, CPA, Shaffer & Danker, CPA’s PC Co-Hosted By: Affirm Wealth Advisors & Shaffer & Danker, CPA’s PC