A Hixson-area financial adviser for Edward Jones is hosting a seminar in Hixson on Dec. 10 focusing, “Tax−free Investing: It’s not what you make, it’s what you keep.”
The workshop by Patrick Neel, a homeschool dad and former Navy man, is designed to help participants determine if tax−free investing is one way to help them reduce their tax burdens. Also to be explored:
➤Tax−advantaged investment and their features
➤ Tax−free investment returns vs. taxable investment returns
➤ Three ways to purchase municipal bonds
➤ How tax−free investing can help you achieve your goals
The seminar is free, but you have to make a reservation. Call the Edward Jones office of Patrick Neel at (423) 870−7894.
Edward Jones, a Fortune 500 company, provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm’s 14,000−plus financial advisers work directly with nearly 7 million clients.