Time: 6:30 PM
When: 8/22/2023 , 8/24/2023 , 8/29/2023, 9/26/2023 , 9/28/2023
Venue: Morton’s The Steakhouse, 5050 Town Center Cir Suite 219, Boca Raton, FL 33486
During this event, we will reveal personalized techniques and strategies to help you preserve your capital, get more income, decrease your risk and reduce your tax burden. You will find out what the government and other advisors don’t want you to know. Best of all, you will leave with valuable information you can act upon immediately.
Important educational topics we’ll discuss:
This event is designed for Accredited Investors
*To be an accredited investor, an individual must have had earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years and “reasonably expects the same for the current year,” according to the SEC. Or, the individual must have a net worth of more than $1 million, either alone or together with a spouse. With the passage of the Dodd-Frank Act, this now excludes a primary residence as being eligible as part of an investor’s net worth (investors who had existing accredited investments but who now fail the net-worth test without their residence being valued were grandfathered).
No investment strategy can guarantee a profit or protect against loss. Always consult your tax and/or legal professional for details regarding your specific situation.
*No investment strategy can guarantee a profit or protect against loss. Always consult your tax and/or legal professional for details regarding your specific situation.