Tax-Smart Ways to Save and Invest (TIAA-CREF)
- Business Center
Join Lisa Fulco, TIAA-CREF Financial Consultant as she presents: Tax-Smart Ways to Save and Invest.
This seminar will assist employees in developing strategies that will help them minimize taxes and make the most of their savings, so employees can keep more of what they earn. Learn how a supplemental retirement plan offers employees an easy, affordable and tax-deferred way to accumulate the additional assets they may need to support a longer life span.Topics include:
An RSVP is required to participate in this seminar.Also, TIAA-CREF One-on-one sessions are still available. Click on this link www.tiaa-cref.org/schedulenow then simply choose “Maryland” and “University of Baltimore” to schedule dates for March, April and May sessions.
- Individual tax rates
- Effective withholding strategies
- Budgeting and debt management
- Tax-favored savings products: Which are the best ones to meet your needs?
- Review of favorable tax law provisions
- Contact Name:
- Laura Schoefield
- Contact Email:
- Contact Phone:
If you need accommodations to participate in this event, please contact the person listed above at least 10 days prior to the event.