A Smarter 1031 ExchangeTM – Complimentary Lunch and Learn Event
What The Wealthy Do Differently
This event is designed for Real Estate Investors or those looking to distinguish their Tax, Law, or Real Estate Practice from the herd. This educational event will empower you with the knowledge of “What the Wealthy do Differently” for their own Advanced Tax and Risk Mitigation Planning Strategies!
Who Should Attend:
Anyone who would like to learn tax mitigation strategies to exit investment real estate or any highly appreciated asset and does not want to pay taxes!
Topics To Be Discussed
Fundamentals: Introduction to leveraging a 1031 Exchange using a Delaware Statutory Trust “DST” or Qualified Opportunity Zone “QOZ” for any highly appreciated Asset.
IRC Rules For: Real Estate Investors looking to exit the investment real estate game and mitigate the taxes! High Net Worth individuals looking to sell and mitigate Taxes on highly appreciated assets of any kind.
Lunch and Learn Details
Date: Wednesday, October 26th @ 11:15 AM or 1:00 PM
Lunch will be served for both times at 12:15 pm
Location: Leading Edge Title Agency
37000 Grand River Ave., Farmington Hills
Lower Level Conference Center
For Questions Call Your Leading Edge Representative
Jamie Robisons-Scheett, Vice President
Phone: 248.431.2594
This Event is Sponsored By:
Your Event Speakers:
Ronald J. Briggs Jr. FIC, CRPC®
Founder, Sr. Advisor & youngest 38-year industry veteran in the country at his current age of 56!
Max Carlson CPA, Advisor
Background in advanced tax mitigation strategies for Private Equity and Real Estate industry clients.
Ronald J. Briggs Jr FIC, CRPC®
Founder, Sr. Advisor & youngest 38-year industry veteran in the country at his current age of 56!
Max Carlson CPA, Advisor
Background in advanced tax mitigation strategies for Private Equity and Real Estate industry clients.
Complete the form below to save your spot!
Disclosure Statement on behalf of the Registered Investment Advisor (RIA)
The past, current or future results of any type of securities are not a guarantee, or implied guarantee of future performance, returns, profit, or growth. Investors should thoroughly evaluate financial objectives, goals, and parameters such as risk tolerance with their Advisor before investing in any security. Investment account values will be subject to fluctuation in capital markets and can lose principal value. Fiduciary does not guarantee any level of investment performance, superior than the appropriate benchmark or otherwise.
Carefully consider your investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Caitlin John Private Wealth Management, LLC.’s Form ADV Part 2A, which can be obtained from your financial advisor, by calling (810) 355-1325 or by visiting www.caitlinjohn.com. There are risks involved with investing, including possible loss of principal. Caitlin John Private Wealth Management, LLC. utilizes third-party investment managers in working with clients, the disclosures of each are available by request at any time and can be found on their respective websites or by searching www.adviserinfo.sec.gov.
Asset Management and Investment Advisory Services offered through Caitlin John Private Wealth Management LLC., a SEC Registered Investment Advisor Firm, headquartered at 1024 E. Grand River Ave, Brighton, Michigan 48116 / Toll Free 877-238-1680. The Advisor you received this from is an Investment Advisor Representative of Caitlin John Private Wealth Management LLC. BFG Wealth Advisors and Caitlin John Private Wealth Management are separate entities and are not affiliated.