Elevate and Align

Welcome to the Elevate and Align Mastermind!

Come join us at 216 Asheland Ave on Tuesday, March 10th, for a fun and informative event where agents come together to share tips, tricks, and success stories. Whether you're a seasoned pro or just starting out, this club is the perfect place to connect with like-minded individuals in the industry. Network, learn, and grow your business with us!

Networking and food start at 9:00AM, and we will hear from featured presenter, Jake Sadler at 9:30AM.

Welcome to the Elevate and Align Mastermind!

Come join us at 216 Asheland Ave on Tuesday, March 10th, for a fun and informative event where agents come together to share tips, tricks, and success stories. Whether you're a seasoned pro or just starting out, this club is the perfect place to connect with like-minded individuals in the industry. Network, learn, and grow your business with us!

Jake Sadler is a Founder and Senior Advisor at Curio Wealth. He brings a wealth of experience and knowledge that he has honed as a fee-only advisor over the past decade since 2011.

In his role, Jake serves as a steadfast guide for clients navigating the complexities of retirement planning. Jake enjoys developing meaningful long term relationships with his clients, guiding them through the often challenging terrain of retirement by fostering a comfortable understanding of their investments and income. His approach is grounded with empathy and education, and driven by his dedication to helping others navigate an ever changing financial landscape. Jake’s commitment to education has also seen him in the classroom teaching at both Western Carolina University and the Osher Lifelong Learning Institute.

His specialization is working with clients as they chart a course into and throughout retirement. Specifically Jake’s work centers around retirement income planning. In addition, other important areas of practice include portfolio management, Social Security planning, income tax planning, and long term care planning, along with a deep understanding of continuing care retirement communities in particular. This breadth of knowledge positions Jake as a versatile and trusted advisor, capable of addressing the multifaceted needs of his clients.

Please park in the lower parking lot until it is full and enter through the lower level doors.

Special thanks to our sponsor, Linda Shinpaugh, Your Hometown Lender, for helping make this event a success.

See you there!

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Host or Publisher Cory Wall Real Estate