Financial Series: Smart Investing with Tax Strategies

Event Type:

Financial

Age Group:

Adults
  • Please see event details below for registration requirements.
  • Registration will close on February 19, 2026 @ 6:00pm.

Program Description

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Join Cheryl McGown, MSF, of Retirement and Wealth Strategies, who will host us in this financial seminar. Whether you’re just starting out, rebuilding, or looking to grow your financial confidence, this session offers straightforward tools and insights to help you make informed choices that work for your life. 

 

Topics discussed will include:

  • Understanding how taxes affect investment returns.
  • Learn about tax-efficient investing strategies.
  • Recognize key tax-advantaged accounts (401(k), IRA, Roth, HSA).
  • Identify ways to manage capital gains and income taxes.
  • Discover practical strategies for different life stages.

Disclaimer(s)

To request ADA accommodations, such as wheelchair access or sign language interpretation, please complete the Accommodation Request Form at least 10 days before the event.

Register for this event