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March Lunch & Learn – Investments That May Lower Your Taxes

| February 26, 2013
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Blue Summit is hosting an informal monthly luncheon workshop series in 2013 to educate attendees on various, timely topics.

In the spirit of tax season, the next workshop will be held this upcoming Friday, March 1st, covering Investments That May Lower Your Taxes in 2013.

Visit the Events Page to view the invite and submit your RSVP, or simply call: (619) 698-4330.

All workshops will take place the first Friday of every month at Blue Summit’s La Mesa office. Seats are limited and lunch will be provided so, an RSVP is required. Future topics may include:

  • Tax & Estate Changes in 2013
  • Planning for Inheritance
  • Retirement Planning
  • Portfolio Management
  • Strategies for Highly Compensated Individuals
  • Succession Planning for Business Owners
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