Real estate can be a significant factor within your overall financial plan. It may offer security or a pathway to leaving a legacy for your family.

This seminar provides a broad overview of unique considerations for establishing a real estate strategy within your financial plan, including:

• ways to pass along family homes and real estate properties.
• how to manage a home or land inheritance.
• options for helping your adult children or grandchildren purchase a home.
  
• including investment properties in your estate plan.
  
• proper insurance options to protect your assets.

Refreshments served. All are welcome! Guests are encouraged to bring their family and friends.

Session will also be recorded and distributed for those unable to attend. Sign up here to receive the recording.