Tax Free Retirement & Wealth Transfer Strategies

Schedule

Thu Mar 27 2025 at 05:00 pm to 07:00 pm

Location

601 SW 11th Ave | Portland, OR

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Protect Your Wealth, Reduce Taxes, Secure Family Legacy
About this Event

? Tax-Free Retirement & Wealth Transfer Strategies ?
? Date: March 27, 2025
Time: 5:00 PM - 7:00 PM PST
? Location: Hyatt Centric Downtown Portland

Protect Your Wealth, Reduce Taxes, Secure Family Legacy

Join us for this exclusive seminar to explore strategies for securing your financial future.

What You'll Learn:

  • Proven wealth transfer strategies
  • How to reduce taxes effectively
  • Steps to protect your family legacy

? Why Attend?

  • Gain actionable insights from industry leaders
  • Secure your wealth for future generations
  • Network with like-minded professionals

Speakers:

  • Giri Lankipalle – Financial Professional
  • Walt Thinfen – Former Tech CEO/ Financial Professional
  • Ross Guimond – VP Pacific Life

Host:

  • Steve McIntosh – Tech Executive / Financial Professional

? Open to the public but registration is required.

For more information, contact us:
? Phone: +1 925-216-0378
? Email: wthinfendb@gmail.com

Don't miss this opportunity to take charge of your financial legacy!

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Where is it happening?

601 SW 11th Ave, 601 Southwest 11th Avenue, Portland, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

Walt Thinfen

Host or Publisher Walt Thinfen

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