Tax Aware Investing: Why taxes matter and their likely impact on your portfolio

You are invited

Please join David D'Agostino of Infinity Financial Group and Robert Ouimet of Russell Investments to discuss tax-aware investing.

Russell Investments’ economic and market strategists believe now is an opportune time for all investors with taxable assets to take a look at their approach to managing the impact of taxes on their portfolios.

During this event you’ll hear insights on:

1. Perspectives on the current fiscal landscape

2. Why taxes matter and their likely impact on your portfolio

3. Approaches to evaluate tax-efficient investments

Russell Investments’ approach to tax-aware solutions

Robert Ouimet

Vice President

Russell Investents

Date: Tuesday 7/30/18

Time: 11:30-1:30

Location: Lakeside Inn

100 N Alexander Street

Mount Dora, Fl 32757

To register:

Please contact David D'Agostino at 407-774-4829 or david@infinityaltamonte.com

Space is limited, so register at your earliest convenience to ensure your reservation.

Event funded in whole by Russell Investments.

Fund objectives, risks, charges and expenses should be carefully considered before investing. A summary prospectus, if available, or a prospectus containing this and other important information can be obtained by calling 800-787-7354 or visiting russellinvestments.com. Please read a prospectus carefully before investing.

Mutual fund investing involves risk, principal loss is possible.

Securities are distributed by Insert BD name, OSJ address, OSJ phone number here.

Not affiliated with Russell Investments Financial Services, LLC.

Event registration does not imply obligation or promise to attend.

Russell Investments’ ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners and Russell Investments’ management.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.

Securities products and services offered through Russell Investments Financial Services, LLC, member FINRA, part of Russell Investments.

Copyright © 2019 Russell Investments Group, LLC. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.

First used: October 2013 / Revised April 2019

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