Creating Tax Efficient Investment Strategies

Complimentary Seminar
Wednesday, Jan. 19 at Charlotte State Bank & Trust Punta Gorda Branch

An essential part of a successful investment strategy is understanding the tax implications of investment choices, placement, and changes. We will explore easy steps to help keep more of your profits in your pocket.

Register for this webinar by completing the form below.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

Stay connected