Wealth Preservation Lunch and Learn
About this Event
MAKE MONEY. PROTECT IT. BUILD A LEGACY.
This isn’t your typical Lunch & Learn.
We’re bringing together industry professionals to talk about the strategies that can help you build wealth, protect your assets, reduce tax exposure, and plan smarter for the future.
Nikki Treacy | Team Fast
Real Estate • Retirement • Mortgage Protection
Nicholas Goldman | Estate Attorney
Estate Planning • Asset & Legacy Protection
Ted Cubinar | Tax Advisor
Tax Planning • Tax Strategies
McClain Marks | Wealth Management
1031 Exchanges • Wealth Preservation
WHO SHOULD BE IN THE ROOM?
Realtors • Business Owners • Entrepreneurs • Investors • Homeowners • Families
Whether you’re building a business, growing your real estate portfolio, protecting your family, or planning your next financial move—the decisions you make today can shape the wealth you keep tomorrow.
Come hungry. Leave with strategies.
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
