Doctors' Social: Reducing Taxes, Maximizing Returns: The Benefits of Asset Location for Physicians
Attention all doctors! Join Hurlow Wealth Management Group for a fun and informative happy hour event exclusively for physicians and their spouses! During this social get-together, we’ll have a short presentation about an important topic that can help you minimize your tax burden and maximize your returns.
During the event, you will learn about the key principles of asset location strategies and how to structure your portfolio through various investment accounts for tax efficiency. This will be an interactive discussion for you to ask questions to gain an understanding of the topic.
Most importantly, you'll have the opportunity to connect with other physicians in your field and enjoy complimentary drinks and appetizers. Don't miss out on this chance to learn and network in a relaxed and social atmosphere with colleagues and friends!
To Register: Call 812-333-4726 or online at hurlowwealth.com/mdevents
Date: Monday, June12, 2023
Location: Truffles Fine Cuisine-1131 S College Mall Road, Bloomington
Hurlow Wealth Management Group, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Hurlow Wealth Management Group, Inc. and its representatives are properly licensed or exempt from licensure.
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