Brett Sebion, Financial Coach; Paige Altmann, WMS™, Financial Coach; and Brenna Johnson, CFP® from the Emerj360 and Trust Point teams will share insights on what to consider so you can plan for a comfortable retirement. Our experts will discuss the following and more: • Reviewing Current Financial Health • Planning for Future Needs • Maximizing […]
Join us for an educational evening exploring retirement, trusts and estate planning with Kelly Ellinghuysen, WMS™ and Duke Cunninghman, CFP® from Trust Point and Jennifer Shabel of Wagner Oehler, Ltd. Enjoy a social hour, complimentary dinner and a presentation designed to provide helpful insights for planning for your future. Event Schedule 5:00–6:00 pm — Social […]
Exclusive educational session on tax-efficient real estate exit strategies, designed specifically for our partner network. This session will highlight how DSTs (Delaware Statutory Trusts) and other structures can help your clients exit their actively managed real estate on their terms by deferring capital gains, eliminating landlord burdens, and simplifying their estate plans. Doors open at […]
Exclusive educational session on tax-efficient real estate exit strategies, designed specifically for our partner network. This session will highlight how DSTs (Delaware Statutory Trusts) and other structures can help your clients exit their actively managed real estate on their terms by deferring capital gains, eliminating landlord burdens, and simplifying their estate plans. Join us at […]
Exclusive Invites Only
Exclusive Invites Only due to Limited Capacity