Fundamentals of Building & Preserving Wealth: a workshop

Description

Space is limited to 50. Reserve your seat today for this workshop that will walk you through the top wealth management and tax mitigation tips from two of Boston/North Shore's most successful financial advisors and real estate professional.

O?utline of the workshop:

Wealth building – time is your greatest asset, sooner smaller invariably trumps larger later because we can never make up for lost time

• Albert Einstein says compounding interest is the 8th wonder of the world

• The four major factors of wealth building in order of importance are...

• Ownership in assets is the proven way to build wealth

Tax mitigation

• Pay the tax now or later

• Taxes today are at historic lows

• Ways to pass wealth tax free

• Ways to grow your wealth tax free

• Section 7702 of the IRS code

SPEAKERS:

M?artin Connolly, Financial Advisor, Northwestern Mutual

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

T?yler Johnson, Financial Advisor, Northwestern Mutual

My team is committed to ensuring that our clients are on track to live a life that meets, if not exceeds, their expectations. The very first meeting that we set up with our new clients is strictly centered around getting to know them: what they do each day, what drive them through life and what their background is with financial planning.

A?manda Armstrong, Managing Director, Amanda Armstrong Group | Compass

A North Shore expert whose scope spans from Nahant to Rockport, Amanda knows that everyone’s needs are different. The one common denominator? A fierce reputation for acting in her client’s best interests. A notoriously early riser who works tirelessly for her clients, she’s quick to forge authentic connections. Known to meet clients in their own homes, she works to fulfill their goals in a positive, memorable, and meaningful way.