Categories: Announcements
      Date: May  6, 2024
     Title: PTOS Financial Planning and Insurance Talks

PTOS Financial Planning and Insurance Talks:


Making Investing Less Taxing


It’s not what you earn, it’s what you keep! One of the biggest drags on investor performance is taxes. Come to this presentation to learn:


- How to keep more your investment earnings and pay less taxes

- To Roth, or not to Roth

- How to save for college, tax efficiently

- Other tax efficient vehicles


Wednesday 5/22/2024 at 12pm EDT

All are invited!


Attend by phone

Join on your computer or mobile app

Or call in (audio only)

+1 540-566-5633,,632878120#

Phone conference ID: 632 878 120#


Hosted by: Education Committee.

For questions, please email Angela Nguyen and Robert Morlan.


No non-production time is available for attendance.


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