Wise Investing: How to Build a Realistic, Tax-Efficient & Sustainable Portfolio
Evercore Wealth Management, New York
Evercore Wealth Management Partners Jewelle Bickford and Martha Pomerantz will host a thoughtful discussion on building your personal portfolio to achieve your goals, for yourself and for your family. We will also discuss the current financial market environment and the outlook for the rest of 2017.
For further information on this event, please contact Jewelle Bickford at email@example.com or 212.849.1640.
IRS Circular 230 Disclosure:
Pursuant to IRS Regulations, we inform you that any U.S. Federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for (i) the purpose of avoiding IRS imposed penalties or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. This information is provided for information purposes only and does not constitute financial, investment, tax or legal advice.
©2016 Evercore Wealth Management LLC. All rights reserved.