Tax Planning Webinar - May 8, 2024

Tax Planning Throughout the Wealth Cycle

Join us for a complementary webinar to learn about:

• Employing tax advantaged accounts & investments
• Actionable, tax efficient retirement income strategies
• Minimizing taxes for the next generation

Can't attend the webinar? Schedule a consultation with one of our CFS^* Advisors. 

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.