Wise Investing: How to Build a Realistic, Tax-Efficient & Sustainable Portfolio
February 4, 2015
The Ritz Carlton
1111 Ritz Carlton Drive, Sarasota, FL 34236
Lunch and a thoughtful discussion on building your personal portfolio for yourself and for your family. We will also discuss the current financial market environment and the outlook for 2015.
For further information, please contact Martha Pomerantz at: Martha.Pomerantz@evercore.com or 612-656-2821.
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.