Upcoming Events

Finding Financial Balance: Strategies of Asset Allocation with Tax-Diversity

Most people today practice some form of “vertical diversification,” that is, diversification of risk.

But risk allocation is just part of the story.

This interactive workshop will help attendees discover the value of proper “horizontal diversification,” that is; diversification between tax treatments; the potential rewards associated with such a strategy; and how to integrate the concept into their own personal planning. This seminar and sales presentation are designed to be informational in nature and are not intended to provide tax, or legal advice. We do not provide tax or legal advice. Please consult your tax and legal advisers regarding your particular situation.

When: Thursday, March 28, 2019 - 6:00pm
Where: Smittcamp Alumni House
2625 E. Matoian Way, Fresno, CA 93740
Host: Fresno State College of Arts & Humanities
Phone: 559-447-3619



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