Innovestive.com | Newton Retirement Planning Club | Innovestive Club of America
You work hard for your money. It does not make sense for your money to sit in a "Certificate of Depreciation" or even go backwards in value. As the home of Newton Retirement Planning Club (NRPC) and Innovestive Club of America (ICA), Innovestive.com is for club members and other individual investors who would like to let their money work even harder for them. We will discuss various investments such as stocks, bonds, mutual funds, ETFs, UITs, REIT, MLPs, Hedge Funds, Fund of Funds, Annuities, and etc. Please join these clubs to share ideas, discuss strategies, gain access to latest investment news and research reports, and learn more about financial planning.
Newton Retirement Planning Club Meeting Notice
Positioning Your Portfolio before Tax Cut Expires
7:00 pm, Wed. Sept 15, Druker Auditorium
Club members and the public are welcome to the regular meetings held on the 3rd Wednesday of every month starting at 7 pm in the Drucker Auditorium of the Newton Library on 330 Homer Street, Newton, MA 02459.
Topic: Positioning Your Portfolio before Tax Cut Expires
Abstract: The Bush tax cuts are scheduled to expire at the end of the year and only some of the cuts may be extended. This will raise the tax bill of nearly every taxpayer. By taking actions now, you can position your portfolio to blunt some of the effects of future tax increases. We will discuss what to expect and corresponding strategies.
Presented by: Mr. Richard Suder, CFA, CFP®, ChFC, CLU, CRPS, AAMS
Richard is the new coordinator of Newton Retirement Planning Club. He is an experienced independent financial advisor. He holds various prestigious professional designations including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), and etc. He is currently President of Auri Elan Financial Group in Newton.
You can reach me at 617-276-6458 or email if you have any question. Thank you.
Richard Suder
Coordinator of Newton Retirement Planning Club