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: