Tax-Free Investing - Tax strategies for keeping more $$ in your pocket

Making your money is your job. Keep your money is just as important! If you don't have a plan, you may find yourself owing more than you have to! We're going to explore ways to keep more of your money in your pocket - and with the end of 2024 coming quick, and tax season right around the corner, you're not going to want to miss this!

Thursday, October 24th
6-8pm
Colarusso's Coal Fired Pizza
280 Main St, Dickson City, PA 18519

Our Presenter this month: Brian Goldsack
Brian Goldsack is a seasoned financial advisor with Edward Jones, where he has been guiding clients in achieving their financial goals since 2014. With a strong background in business development, cash flow analysis, and strategic finance, he specializes in comprehensive financial planning that encompasses investments, insurance, and estate planning. A passionate advocate for tax-free and tax-efficient investing strategies, he helps clients maximize their financial potential while minimizing tax liabilities.

His previous roles include serving as Assistant Director of Admissions at the University of Scranton and owning Novo Hill Real Estate LLC, where he gained extensive experience in property investment.

In addition to his professional experience, Brian holds a Master’s in Business Administration and a Bachelor’s in Psychology from the University of Scranton. He has completed the academic portion of the CFP® designation and plans to sit for the exam in 2025. As a dedicated coach and mentor, Brian has also trained financial advisors in business development, helping them succeed in the competitive financial services industry. Outside of work, he is passionate about regenerative farming, martial arts, and spending time with his family and friends.