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Courts Financial Tax Planning Session

Register Today to Reserve Your Spot in Marinette!

If you are age 55-65+ this session is especially for you!

Don’t miss this FREE

Member Education Opportunity
Your Retirement Needs a
Tax Strategy!
 

Meet Our Tax Prep/Planning Partner Since 2017…

Kenneth Courts, Tax Planner
Tax services provided by CFS

Securities offered through Securities America, Inc., Member FINRA/SIPC. Fee-based advisory service offered through Securities America Advisors, Inc. An SEC registered investment advisor. Courts Financial Strategies and Securities America are separate entities. Not NCUA Insured, No Bank Guarantees, May Lose Value.

 

Wednesday, November 10th, 2021
2:30-3:30

Space is limited-masks are optional
Enjoy Refreshments & cookies
PCMCU’s Marinette
Training Room
1740 Stephenson St.
PCM Credit Union chooses our partners wisely to add value for you. With Kenneth Courts we get the 2-in-1 knowledge that is very unique in the industry when considering how our investments may connect with tax implications.
Don’t miss this FREE opportunity to learn how to work smarter to pay the least amount of taxes.
Much has happened in the past few years with unforeseen challenges and changes, and this includes taxes on income and retirement. Should my retirement plan include a tax strategy? The answer is yes! NOW is the time to consider tax reduction strategies, not tax-time 2022. Be our guest at this valuable workshop for members.

Register Today

Simply Reply Here with the word “Marinette“, your name, and phone#
Or call Lesley at 920-593-2223

Date

Nov 10 2021
Expired!

Time

2:30 pm - 3:30 pm
PCM Credit Union Marinette

Location

PCM Credit Union Marinette
1740 Stephenson Street, Marinette, WI 54143

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