What you need to know about The Tax Cuts and Jobs Act

Preparing for our new tax environment

Please join Denali in welcoming Chris Chapple, Regional Vice President with Prudential Investments as we discuss our new tax environment.

During this interesting and educational seminar, we will review the following:

  • Overview of the Tax Cuts and Jobs Act
  • Impact on Planning Strategies
  • The Importance of Tax-Efficient Investing

This seminar is complimentary and hosted by Denali Investment Services.

Nichole Kennedy, Financial Advisor – Shawn Hayes, Financial Advisor – Chris Andrews, Financial Advisor

Date: Tuesday, March 12, 2019

Time: 5:30 pm – 6:30 pm

Place: Denali Financial Center

4th Floor Conference Room

440 E 36th Ave. Anchorage, AK 99503

To RSVP: CLICK HERE

For members who are unable to attend you can join online: CLICK HERE

For question, please contact: Nichole Kennedy, Financial Advisor

Phone: 907-257-1646 or 800-764-1123, ext. 1646

Email: [email protected]

*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 the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

For specific tax advice, please consult a tax professional.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Nichole Kennedy

Financial Advisor

CUSO Financial Services, L.P. * (CFS)