Wilson Central School District

Discover strategies to potentially maximize your investment returns by minimizing tax liabilities in our upcoming course on Tax-Efficient Investing Strategies. In this informative session, we will explore how different investment vehicles—like stocks, bonds, Mutual Funds, ETFs, CDs, savings accounts, and annuities—are taxed, and how these taxes can impact your overall portfolio performance. Learn the differences between short- and long-term capital gains and ordinary income tax, including the benefits and drawbacks of each, to help make informed investment decisions. This course is designed to help you better understand how to keep more of what you earn, whether you're a seasoned investor or just starting out. Join your instructor to gain practical insights into tax-efficient investing for potential long-term growth and stability.

Advisory services are offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities are offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC. www.lincolninvestment.com, Office: 61 John Muir Drive, Suite 100, Amherst, NY 14228 Phone (716) 553-2538. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies. Investing involves risks, including possible loss of principal. 

A Webex link will be provided prior to the course start date.