You’re Invited: Tax Efficient Investing

Please join us for a seminar on tax-efficient investing on Thursday, April 25th!

You’ll learn:

  • how taxes can impact your investments
  • great strategies you can employ to make your plan more tax efficient

Light refreshments will be served.

To RSVP, please call us at 1.800.806.2332

When: Thursday, April 25th, 2024
Time: 2:00-3:00pm PST
Where: Parksville Branch


Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Coastal Community Private Wealth Group is a division of Coastal Community Financial Management Inc. (CCFMI), offering financial planning, life insurance and investments. CCFMI is a licensed life insurance agency and a wholly-owned subsidiary of Coastal Community Credit Union.

 

 

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