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Year-End Tax Planning Seminar - September 26, 2024
Cuso Financial Services, L.P.*
Presented by Joseph Herron, RICP®, Senior Financial Advisor
Join CFS* Senior Financial Advisor Joseph Herron, RICP®, & Dean Mioli, CFP®, CPA, for a complimentary, no-obligation seminar to learn about:
- How tax policy can affect investment opportunities
- What you need to know about the presidential candidates' tax positions
- Actionable year-end tax planning regardless of who wins
- Will the current tax law expire as scheduled on 12/31/25?
Refreshments will be served. Register today!
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.
**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
