COMMUNITY News:

Join Betty Ehart Senior Activity Center for an educational session designed to help retirees tax efficiently fund their cash flow needs in retirement. In addition we will explore how to determine the appropriate level of risk to take with your investments while also minimizing the tax drag on those investments and your financial plan. We will explore, asset allocation, asset diversification, asset location, tax loss harvesting, charitable gifting and Roth conversions.

Session runs from 1:30-3 p.m., Tuesday, Jan. 14, at Betty Ehart Senior Activity Center. All are welcome.

Speaker: Don D. Duncan CFP®, CFA®, CPA/PFS, CSEP, MBA Financial Advisor, Managing Director at Savant Wealth Management in Santa Fe. Sponsored by the Los Alamos Senior Center Investment Group