Building the Foundation: Smart Wealth & Estate Planning
Details
Where does real wealth actually begin?
For many investors, deals come first and planning comes later. That’s a mistake. If you don’t structure and protect what you build, you risk losing it just as fast.
At this month’s meeting, we’ll talk about how to structure your wealth, protect your assets, and plan your estate so your money supports you and your family long-term.
We’ll cover core principles of smart wealth management, estate planning basics, and how investors think about legacy.
Come for the training, stay for the networking!
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AI summary
By Meetup
In-person meeting for investors on smart wealth management and estate planning; learn to structure wealth and protect assets for long-term family security.
AI summary
By Meetup
In-person meeting for investors on smart wealth management and estate planning; learn to structure wealth and protect assets for long-term family security.
