Page 7 - Unum 2024 FW presentation
P. 7
Seminars to consider 2024
Tackling Taxes presented by Columbia Threadneedle
This seminar will cover:
What is tax friction?
What is a tax aware strategy?
What is tax-loss harvesting?
Market Volatility presented by John Hughes
Markets go up and down all the time. But volatility doesn’t just refer to
market losses; periods of big gains can be part of that fluctuation too.
Join us as we discuss the factors that contribute to market
volatility, how it behaves, and strategies you can follow to help you
more confidently navigate through volatile markets.
Estate Planning presented by TBD
This presentation provides estate planning strategies to help you leave a
meaningful legacy for the people, organizations and causes you love.
Financial Literacy presented by Invesco
This seminar will cover:
Accumulating Protecting
• Getting Started • Insuring the Big Risks
• Deferring Gratification • The Retirement Years
• Investments 101 Distributing
• The Big Decisions • Defining the Purpose of
Wealth
• Estate Planning
