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"The Miami Guys Come to Berkshire" Invest Like Buffett and Reduce Your Tax!

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Alexander T.
"The Miami Guys Come to Berkshire" Invest Like Buffett and Reduce Your Tax!

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After the Berkshire Hathaway Shareholder Meeting - On May 4th, 2024 @ 4:00pm at The Hilton Omaha on 1001 Cass Street, Omaha, NE 68102

The Zimmerer and Tecle Private Wealth Management Team at Anthem Advisors, LLC is hosting it's First Annual Conference: "Miami at Berkshire"
The "Miami Guys" are bringing the heat in a 3-Topic Seminar designed to educate attendees on the following:

Topic 1: "Invest Like Buffett" - Learn how the Investment Lessons from Warren Buffet and Charlie Munger helped us define the Investment Strategy of the Zimm-Tec Value Opportunities Portfolio!
Fireside Chat- Charles J. Zimmerer, Esq., CPA & Alexander Tecle, MBA, M.Tax
Moderated by: TBA -

Topic 2: "Reduce Your Tax" - If the Tax Code Works for Buffet, It Can Work For You. Tricks of the code from one of the countries leading tax law experts.
Speaker- Charles J. Zimmerer, Esq, CPA of Charles J. Zimmerer, P.A.

Topic 3: "Live The Dream" - Bringing it all together In A Winning Personal Financial Plan
Speaker- Alexander Tecle, MBA, M.Tax, Zimmerer and Tecle Private Wealth Team @ Anthem Advisors, LLC

Join us downstairs, after the seminar @ the Omaha Hilton Hotel Bar for Happy Hour. First round is on us!!

Investment advice is offered through Belpointe Asset Management, LLC. 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521. It is important to read our disclosures available at this link: https://www.belpointeasset.com/disclosures

COVID-19 safety measures

Event will be indoors
The event host is instituting the above safety measures for this event. Meetup is not responsible for ensuring, and will not independently verify, that these precautions are followed.
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"The Miami Guys Come to Berkshire Hathaway"
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