Would you like to learn to be tax efficient in your retirement and take in the beautiful scenery at the Dunes Golf & Beach Club in Myrtle Beach, SC?
𝐈𝐟 𝐬𝐨, 𝐩𝐥𝐞𝐚𝐬𝐞 𝐣𝐨𝐢𝐧 𝐮𝐬 𝐟𝐨𝐫 𝐚𝐧 𝐄𝐱𝐜𝐥𝐮𝐬𝐢𝐯𝐞 𝐅𝐫𝐞𝐞 𝐒𝐞𝐦𝐢𝐧𝐚𝐫 𝐨𝐧 𝐓𝐚𝐱𝐞𝐬 𝐢𝐧 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 – 𝐏𝐫𝐞𝐬𝐞𝐧𝐭𝐞𝐝 𝐛𝐲 𝐉𝐞𝐫𝐞𝐦𝐲 𝐅𝐢𝐧𝐠𝐞𝐫, 𝐂𝐅𝐏® – 𝐅𝐨𝐮𝐧𝐝𝐞𝐫 𝐚𝐧𝐝 𝐂𝐄𝐎 𝐨𝐟 𝐑𝐢𝐯𝐞𝐫𝐛𝐞𝐧𝐝 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭.
𝐖𝐡𝐚𝐭 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐥𝐞𝐚𝐫𝐧 𝐢𝐬:
– 𝐏𝐫𝐨𝐬 𝐚𝐧𝐝 𝐜𝐨𝐧𝐬 𝐨𝐟 𝐑𝐨𝐭𝐡 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐢𝐨𝐧𝐬.
– 𝐓𝐚𝐱 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐰𝐢𝐭𝐡𝐝𝐫𝐚𝐰𝐚𝐥 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 𝐭𝐨 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐞 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐜𝐚𝐬𝐡 𝐟𝐥𝐨𝐰.
– 𝐒𝐨𝐜𝐢𝐚𝐥 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲 𝐦𝐚𝐱𝐢𝐦𝐢𝐳𝐚𝐭𝐢𝐨𝐧 𝐦𝐞𝐭𝐡𝐨𝐝𝐬.
– 𝐀𝐧𝐝 𝐦𝐮𝐜𝐡 𝐦𝐨𝐫𝐞!
The information in this event is tailored for people who have $500,000 or more in investable or invested assets. On top of sharing very valuable content, we’ll also be serving coffee, tea, and hors d’oeuvres! We are hosting 2 of these events in April, so you can pick the one that works best for your schedule. Feel free to bring your spouse or another family member! Reservations are limited, so book today to reserve your spot at the links below!
𝐒𝐞𝐦𝐢𝐧𝐚𝐫 𝐀𝐩𝐫𝐢𝐥 𝟏𝟏𝐭𝐡 𝐚𝐭 𝟑𝐩𝐦: https://bit.ly/seminar-april-11
𝐒𝐞𝐦𝐢𝐧𝐚𝐫 𝐀𝐩𝐫𝐢𝐥 𝟏𝟖𝐭𝐡 𝐚𝐭 𝟐𝐩𝐦: https://bit.ly/seminar-april-18