Planning For Your Future and Beyond: What's Taxing You?

16201 90th Street Northeast,Otsego MN 55330

25 May, 2023

Description

What's Taxing You? You are invited to a Free Information Seminar to get clarity to some of the difficult questions around generational wealth through real estate. Having a plan and protecting your assets plays a large role in retirement planning. Where do you start? Learn as you go with Circle Partners Free Seminars! During the What's Taxing You? seminar learn from a panel of 1031 exchange experts, CPA's and KW Real Estate Planners how we can work together to Preserve your estate through tax-advantaged real estate strategies How to avoid the pitfalls of a 1031 Exchange How to off load the burdens of being a landlord leading into retirement. The Silver Circle and Wealth Builder Programs were designed by Circle Partners , KW Real Estate Planner, to create a proactive plan to avoid the disruptions a hiccup can cause in your life. Circle Partners networks with skilled professionals in the areas of health, housing, finance and estate planning to provide easy to understand paths to create a personalized real estate plan. A Real Estate Planner is a licensed Realtor who is certified and has the knowledge, training, and experience to compassionately guide a real estate owner in ways to create generational wealth, minimize taxes and facilitate the goals of the family.