Thursday, February 27 @ 4PM EST
Stable Growth: Invest in tangible assets that appreciate over time.
Powerful Tax Advantages: Defer or eliminate taxes with the right strategies.
Greater Investment Control: Directly invest in properties, private placements, and more—without a custodian slowing you down.
Who Should Attend?
401(k) & Retirement Account Holders
Learn how to unlock investment flexibility.
Investors Seeking Higher Returns
Explore real estate opportunities beyond stocks and bonds.
Those Ready for More Control
Take charge of your financial future with strategic, tax-advantaged investing.
Investment Optimization Tactics: Discover strategies to maximize returns and reduce taxes, helping you grow and protect your wealth before the year ends.
The SARA Methodology: Understand a proven approach to asset management that focuses on tax efficiency and long-term financial growth.
Real-Life Case Studies: Explore real-world examples of how successful investors have leveraged year-end strategies to eliminate taxes and enhance returns.
Interactive Q&A Session: Engage directly with seasoned financial experts to address your specific investment and tax-related questions.
-Susan Hagemann
-Andrea Weule
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