The 2 Biggest Drains on an Investment Portfolio… Fees & Taxes

February 1, 2024

Two sessions
  • 10 AM or 2 PM

Ritz Carlton Beach Resort, Naples
280 Vanderbilt Beach Rd Naples, FL 34109

Join us to explore the two things we commonly see hurting an investment portfolio… fees and taxes. Learn how to maximize your portfolio in an efficient way.

Attendees will walk away with:

  • An understanding of the different types of fees you may be paying.
  • How to determined what your “all-in” costs are.
  • Tax-efficient strategies for your portfolio.
  • And much more!

Ali Bircher
(239) 325-1866