Event Details

Quarterly Conference Call - Tax Management

Date: June 1, 2022
Time: 12:00pm-1:00pm

A wonderful thing that Brio does for you, is that it manages taxability in your portfolio through the types of funds invested in, as well as the vehicles used to implement the strategy. We worry about taxes so you don’t have to.  

During this upcoming conference call our portfolio analyst wizard, Jon Clements will pull back the curtain and detail our approach on how we handle tax management.

Joined by co-host Financial Planner Michael Telford, Jon will review each asset class and drivers for harvesting losses while Michael will outline the ins and outs of tax loss harvesting, including how it works and possible risks that come along with it.

We invite you to send any questions you'd like answered on the call to hello@briofg.com, and by all means, invite any friends and colleagues who may need some help with tax management.

We love helping you live your best life and can help your friends experience the same peace of mind. The more the merrier!  

To join the video conference please use the following link: https://us02web.zoom.us/j/415 2153282

To call in to the teleconference use the information below:

Dial In Number: (669) 900-9128

Meeting ID: 415 215 3282

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product.  Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us. 

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