Many people can be overwhelmed by the massive amount of information that comes with planning their financial future and they may not have an investment strategy when they start a portfolio. Sometimes they don’t establish timelines, needs or goals, and as a result, bad timing, taxes and volatile markets can adversely affect their returns and their future. This seminar will explain how you can: create better strategies for your portfolio; set short, interim and long-term goals; potentially gain tax advantages for today and for the long term; and have a better probability of achieving your goals. Presented by Chi-Lin O'Young, Financial Consultant with AXA Advisors, LLC. The program is sponsored by the Taiwanese American Cultural Society of the Capital District.