Workshops

Stop Paying Federal and State Tax on Investment Income

Understanding the basics of tax-free investments in your portfolio to maximize your retirement income.

Please join us for a special wine and cheese workshop designed especially for retirees and soon-to-be retirees, hosted by Steven Weber, Registered Investment Advisor with the Bedminster Group.

You will learn:

  • Comparing the benefits of taxable & tax-free bonds
  • Safety of tax-free investments
  • Bonds, bond funds, & ETFs
  • Special advantages for South Carolina residents
  • How to buy municipal tax-free bonds
  • Minimize taxes on investment income
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