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Tax-Efficient Strategies

Thursday | May 2nd | 2024

– 20 Minutes of Clarity LIVE @ 5:20 P.M. EST
– Tax-Efficient Strategies @ 6:00 P.M. EST

PCIA Charleston Office – Directions

Event Topics:

Tax Harvest and Direct Indexing

Jason Noble will be joined by Brian Jacobs, Head of Client Portfolio Management for PGIM Custom Harvest, as they go over strategies like tax harvesting and direct indexing, as well as how they can help you grow in a tax-efficient way. RSVP below to attend our in-person and virtual hybrid event!

Featured Speaker

Doug McClelland and VP, Regional Coordinator

Jason Noble, CFP®, RICP®, Financial Advisor

Prime Capital Investment Advisors, LLC

With nearly 20 years of experience as a financial advisor, Jason Noble is passionate about working with families, pre-retirees, retirees and business owners in developing strategies to help them accomplish their financial and retirement goals.

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Join Jason Noble and Andy Merchant for 20-minute conversations specifically designed to help you understand what’s happening in the world of finance.

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Jason Noble and his team help people who are already retired, business owners, and people who want to retire early.

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