Realtor Wealth Building and Brews

5104 Colley Avenue,Norfolk VA 23508

03 January, 2022

Description

As Realtors paid on commission, it's important to learn strategies to successfully build wealth and achieve consistent financial income. This Wealth Building seminar will give a high-level overview of various tips and strategies to successfully build wealth and reach your financial goals. You'll also have the opportunity to discuss how to plan for tax season, retirement and more! Topics will include: - creating your financial goals - actions to reach your financial goals - retirement planning - investing Ashton is an investment advisor at Davenport & Company, LLC where he serves a variety of clients with their investment financial planning needs. He focuses on educating his clients on appropriate wealth building strategies that are specific to them based on their personal situation and stage of life. Growing up in the industry, Ashton developed a passion for investing and personal finance from an early age. He is Series 7 and 66 registered with FINRA. Active in the community, Ashton serves on the Board of tHRive as the Chair of memberships, is a member of BizConnect Hampton Roads, a board member for SMILE, and serves on the Board of Directors of 757 Proud. He and his wife, Jeanette, like to travel, spend time with friends and go to the beach. He also enjoys cooking and surfing. Also Joining us from Brunke & Company Bill Brunke, Managing Member , Shannon Williams, Tax Supervisor and Meaghan Brunke-Elliott,. Staff Accountant Brunke & Company is a public accounting firm offering a wide array of accounting services for clients throughout Virginia. Our firm was established in 1992 and for 29 years we have been dedicated to superior performance. Our tireless work ethic allows us to build strong client relationships while also making our top priority the delivery of timely, professional and personalized services.