Wed. September 24, 2025 | 5:00 PM-6:00 PM

Legacy University 102:

Investing and Tax Basics

Virtual via Webinar

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Investing and Tax Basics

Many people want to make smart investment decisions and minimize taxes—but the complexity of accounts, strategies, and rules can be overwhelming. One of the biggest challenges we see is individuals missing opportunities to grow wealth or save money because they don’t fully understand how investments and taxes work together.

So how can you simplify the process and make decisions that benefit you today and in the future? The answer lies in building a strong foundation of investing and tax basics.

Our team will be covering:

  • Understanding Core Concepts Around Investing for the Long-Term

  • How to Navigate Different Types of Investment Accounts

  • Learning the Current and Future Tax Implications of Savings Decisions to Maximize Dollars Today and Over Time

About InFocus Financial Advisors, Inc.

In a world of “low-value single advisor offices” or “over-staffed high-fee offices,” our highly educated and experienced team is a nice blend of size and sophistication, with advanced and personalized investment and planning capabilities. Our office is said to accomplish a great deal while keeping the costs to clients lower than the industry average.