Routing # 321176833

Download Our Mobile App

Download Our Mobile App

Complementary Investment Webinar

Home » Our Story » Events & Seminars for the Community » Complementary Investment Webinar

Tax-Managed Investing: Helping you aim higher with the control of tax-managed investing

Tax Managed Investing

Hosted by Keith France, of Meriwest Wealth Advisors and Presented by Rob Kuharic, Director of Tax-Managed Investments at Russell Investments.

At this webinar you’ll get insights on:

  • Why taxes matter and their likely impact on investment returns
  • Approaches to evaluating tax-managed investing
  • The opportunity to improve after-tax wealth


Don't miss this complementary informative webinar!

Wednesday, October 27, 2021

3:00 p.m. - 4:00 p.m. PST

Instructions on how to join the webinar will be emailed to you once you RSVP.  For additional questions call 408-363-3300.