The Financial Forum welcomes George Noceti of the Integra Group at Morgan Stanley at 3:00 PM on Nov 26th at the Fireside Room in Gateway Clubhouse. His topic will be Tax-Efficient Investing…All Year Long. Taxes are a fact of life and investing. Without proper planning, taxes can significantly reduce your portfolio returns and your future wealth. That’s why it is essential to focus on after-tax returns, actively adapt to changes in the tax landscape, and integrate tax planning into all your investment decisions across all your accounts, 365 days a year.
Join George Noceti for an informative presentation where you’ll learn why tax-efficient investing is important and how tax-smart products and solutions may help you keep more of what you earn. Morgan Stanley, Walnut Creek, Senior Advisor, George Noceti can be seen on KTVU, ABC, and KRON as well as KCBS and KGO radio as a frequent financial news contributor.
The Financial Forum is a 501(C)3 whose mission is to educate our members in all finance matters, including insurance, real estate, wealth management, estate planning, long-term health care, fraud prevention, and identity theft. Donations are welcomed and greatly appreciated. Light refreshments will be available. To make reservations, please press the Register button. For more information on the speakers or how to become a member, please call Joe Hoffman at 925-954-7912.
