Trojan Wealth: How to Avoid Taxes - Annuities and Tax-Smart Investments

April 4, 2025 12:00 - 13:00 PST

Join Jimmy Suh, Trojan Wealth Management Financial Advisor, to learn how to maximize your returns and minimize your tax burden with smart strategies and tools.

What You Will Learn

  • How to boost your investment returns through tax-free options.
  • An overview of the US income tax system and its impact on your finances.
  • Steps to develop a personalized tax strategy to preserve more of your wealth.

Register Now!

Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance products offered through approved carriers. USC Credit Union, PFG Advisors, LLC, and Osaic Wealth, Inc. are separately owned entities and are not affiliated companies.

Not FDIC/NCUA insured | No Financial Institution Guarantee | May Lose Value