CONTACT:
Carrie Skogsberg
(608) 239-0745
cskogsberg@pretc.net
What: Savant Capital Management’s Brent Lindell will explore a relatively new approach to investing known as “tax-efficient investing.” Enhancing portfolio returns by controlling taxes is at the core of the approach. Mr. Lindell will take a look at conventional tax management and discuss new ideas in tax-efficient investing. Would a Roth conversion be beneficial for you? Brent will address this question as well as present ongoing tax management strategies that you will be able to use now and in the future.
When: 5:30 p.m. on Wednesday, February 17, 2010
Where: E.D. Locke Public Library, McFarland
5920 Milwaukee St.
McFarland, WI 53558
To RSVP: Contact Jared Bessert, 608-298-9008, MadVest@sbcglobal.net
About Savant Capital Management, Inc.
Savant Capital Management, Inc. offers investment management, financial planning, and family office services to financially established individuals, trust funds, retirement plans and non-profit organizations.
Savant is regularly recognized among the top wealth managers in the United States. Savant was named the top independent advisor in Illinois by Chicago Magazine. Savant was named by Barron’s magazine as one of the 100 best independent financial advisors in the United States for the last three consecutive years, and Inc. magazine named the firm as the fastest growing Registered Investment Advisor in Illinois. For the past seven years, Savant earned a place on Bloomberg Wealth Manager’s Top Wealth Managers list. Savant also was recognized as one of the nation’s top 100 financial advisors by Worth magazine from 1997 through 2008; the survey was discontinued in 2009. In 2006, Savant was included in The Wealth Factor—A Team Approach, a book profiling ten of the most innovative and respected wealth management firms in the nation.
For more information on Savant Capital Management, log-on to http://www.savantcapital.com.
Savant Capital Management, Inc. is a Registered Investment Advisor. This announcement is only intended for interested investors residing in states in which the Advisor is qualified to provide investment advisory services. Please contact the Advisor to find out if they are qualified to provide investment advisory services in the state where you reside. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage the adviser’s services and includes lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized adviser. The Adviser does not attempt to furnish personalized investment advice or services through this publication. Past performance is no guarantee of future results.
