[Ucrea] Tax Efficient Investing Featuring Fidelity Investments Workshop – January 24, 2024

[Cristina L Otegui]

[cid:image003.png at 01DA42F6.8C9CB840]

January 9, 2024
To:
UCR Emeriti & Retirees

From:
UCR Retirement Center

Re:
Tax Efficient Investing Featuring Fidelity Investments Workshop – January 24, 2024

[cid:image004.jpg at 01DA42F6.8C9CB840]<https://fmr.zoom.us/webinar/register/WN_6X_atbKZQ4eFvU9oQfoF3w#/registration>
Please join us for this Informational Workshop to learn about the impact taxes can have on your portfolio, discuss strategies to help plan for taxes and review upcoming changes in tax law. Participants will have the opportunity to ask questions and Fidelity Investments Adrian Rodriguez will be leading this session.

Tax Efficient Investing Featuring Fidelity Investments
Wednesday, January 24, 2024
1:00 – 2:00 p.m. via Zoom
Emeriti and retirees may register for this Zoom session using the Fidelity webpage at:
https://fmr.zoom.us/webinar/register/WN_6X_atbKZQ4eFvU9oQfoF3w#/registration



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