Money Smart Teaches Tax-Free Investing

In this session of Money Smart, Edward Jones Financial Advisor, Shannon Scott, will present Tax-Free Investing: It's Not What You Make, It's What You Keep. This presentation is designed to inform individuals of the benefits and considerations of choosing investments that offer tax advantages. Participants will learn:

  • Tax-advantaged investments and their features
  • Tax-free investment returns vs. taxable investment returns
  • Three ways to purchase municipal bonds
  • How tax-free investing can help you achieve your goals faster

Shannon Scott has a background as a business owner and real estate investor before joining Edward Jones.

Shannon will be here on Thursday, April 5 at 6:00 pm in the Foundation Room at Headquarters Library.

Here is a full outline of the presentation:

PDF icontaxfree_investing_course_outline.pdf

Posted by FionaL on March 27, 2018