Tax-Managed Investing 

Please join us for our monthly Lunch and Learn as Michael Montemayor with Russell Investments shares “Post-tax Time Considerations/Maximizing After-Tax Wealth” in a brief presentation.  We would enjoy your presence at our monthly Lunch and Learn if you have the time to attend.  Hope to see you there! 

Date: Tuesday, May 14, 2024

Time: 11:30-1:00pm

Location: Hideaway Pizza, 230 S Knoblock, 74074

This event is co-sponsored by Michael Montemayor, Russell Investments. 

Michael Montemayor is solely responsible for the content of his presentation, which does not necessarily represent the opinions, recommendations, or advice of Equitable Advisors, LLC or any of its associates, employees, or affiliates. Russell Investments is not affiliated with Equitable Advisors, LLC or any of its affiliated companies. 

Duly registered and licensed associates of Cornerstone Planning Group, LLC offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC.  Cornerstone Planning Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. AGE-6526484.1 (04/24) (exp.04/26)