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Wine, Women & Wealth -Learn how to be a TAX SMART Investor

Transamerica Financial Advisors, Inc., Transamerica Financial Group Division

Thursday, June 12, 2014 from 5:30 PM to 7:30 PM (EDT)

Jacksonville, FL

Wine, Women & Wealth -Learn how to be a TAX SMART...

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Event Details

Wine, Women & Wealth.

Using everyday language, we offer independent and unbiased financial guidance. We simply want more women to reap the benefits of being financially confident and savvy.

 

  • Retirement Tax Changes for 2014
  • What is a Saver’s Credit? Do I Qualify? 
  • Why I should roll over my old 401k?
  • Pre-tax, After-tax, Pro-rata. What?!

 

 

                  Guest Speaker Cindy Gallagher, CPA 

is not affiliated with Transamerica Financial Group, a Division of Transamerica Financial Advisors, Inc. (TFA), or its affiliated companies.


We also welcome Lori Ann with Mary Kay

 

 5 steps to good skin care and how to identify targeted solutions for every age group and demographic

 

 5 Steps

 

  • Cleansing
  • Mask / Exfoliation
  • Toning
  • Moisturizing (concentration on the eye area)
  • Protection

 

 

 

 

 

 How that applies to all demographics:

 

  • Teens / Acne Prone (+ Acne prone for all ages)
  • 20’s / Environmentally Conscious
  • 30’s – 40’s – Anti-Aging
  • 50’s+ Turning back the clock / restoration

 

 

 



Our Building. 

Sponsored by Transamerica Financial Advisors, Inc. 

Have questions about Wine, Women & Wealth -Learn how to be a TAX SMART Investor? Contact Transamerica Financial Advisors, Inc., Transamerica Financial Group Division

When & Where


Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
4348 Southpoint Boulevard
Jacksonville, FL 32216

Thursday, June 12, 2014 from 5:30 PM to 7:30 PM (EDT)


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Organizer

Transamerica Financial Advisors, Inc., Transamerica Financial Group Division

Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Transamerica Financial Group Division - Member FINRA, SIPC, and Registered Investment Advisor.  Non-Securities products and services are not offered through TFA.

Tax and/or legal advice not offered by Transamerica Financial Advisor, Inc., Transamerica Financial Group Division or their affiliated companies. Please consult with your personal tax professional or legal advisor for further guidance on tax or legal matters.

The views and opinions expressed thereon are those of the individual speakers and do not necessarily represent the views and opinions of Transamerica Financial Group, a Division of Transamerica Financial Advisors, Inc. (TFA), or its affiliated companies.  

 

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