SENIOR CENTER NEWS

The Los Alamos Senior Center Investment Group is sponsoring 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.

The speaker will be Don D. Duncan CFP®, CFA®, CPA/PFS, CSEP, MBA Financial Advisor, Managing Director at Savant Wealth Management in Santa Fe

The presentation will be held from 1:30 p.m.to 3 p.m. on Tuesday, Jan. 14 in the classroom at Betty Ehart Senior Activity Center. All are welcome.