TOPIC/Speaker: INVEST LIKE A PRO
Steve Lichtblau, ChFC, & Christopher Gee, CFA, from RBG Capital
VALUE PROPOSITION FOR CLIENTS/OWNERS:
Accelerate growth, reduce taxes, and create diversification with passive income
Join us and learn:
- Tax-deferral and/or avoidance through asset-exchange strategies
- Maintaining exposure to real estate with tax-sensitive income & growth
- Diversification by both geography and property type
- Potential liquidity based upon owner’s needs
- Convert from active to passive property ownership/management
Breakfast Sponsor: Bill Denhard with Valley Building Inspections
Venue Sponsor: Giancarlo and Mari Anduray with AFM Loans
Time Frame = 8-10AM:
8AM doors open
8:00-8:30AM networking
8:30AM introductions, sponsor 3 minute commercial, followed by guest speaker presentation
10AM dismissal
Venue: FLITE CENTER, Building #210
1300 S. Litchfield Road
Goodyear, AZ 85338
(Heading South on Litchfield Rd, FLITE is located South of Yuma Rd.
on the West Side of Litchfield. Turn into the parking lot and go LEFT, you will see Building #210)
