Join us Wednesday May 23rd as we talk about Building and preserving your Wealth.
We will have Peter Steski from Raymond James Ltd. He is an investment advisor for over 20 years, specializing in alternative investments, tax and insurance strategies. We will be covering long-term wealth building strategies, and how you can protect your portfolio as you build it. In addition we will uncover some additional strategies that most people did not even know were available. Topics include:
• How the three letters I-F-A can change your life!
• Use your insurance like you would real estate – it is an asset you could leverage (and not have to pay back)
• By owning property you could get permanent insurance that would not cost you any money out-of-pocket
• Preserving your real estate portfolio when you pass away (so you don’t need to sell)
As always, our meetups are most successful with lots of dialogue and discussion, we encourage you to ask questions, and also get to know each other.
We look forward to seeing you there!
The location of our meetup is Marlowe Wine Bar at 155 York Blvd in Richmond Hill (Hwy 7 and Hwy 404). This location is more relaxed and we will have the opportunity to network more as a group.