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Zimmerer and Tecle Private Wealth will present the strategies they use to invest like Warren Buffett, Reduce Taxes, and Financially Plan.After the Berkshire Hathaway Shareholder Meeting - On May 4th, 2024 @ 4:00pm at T he Hilton Omaha on 1001 Cass Street, Omaha, NE 68102
The Zimmerer and Tecle Private Wealth Management Team at Anthem Advisors, LLC is hosting it's First Annual Conference: "Miami at Berkshire"
The "Miami Guys" are bringing the heat in a 3-Topic Seminar designed to educate attendeees on the following:
Topic 1: "Invest Like Buffett" - Learn how the Investment Lessons from Warren Buffet and Charlie Munger helped us define the Investment Strategy of the Zimm-Tec Value Oppoortunities Portfolio!
Fireside Chat- Charles J. Zimmerer, Esq. , CPA & Alexander Tecle, MBA, M.Tax
Moderated by: TBA -
Topic 2: "Reduce Your Tax" - If the Tax Code Works for Buffet, It Can Work For You. Tricks of the code from one of the countries leading tax law experts.
Speaker- Charles J. Zimmerer, Esq, CPA of Charles J. Zimmerer, P.A.
Topic 3: "Live The Dream" - Bringing it all together In A Winning Personal Financial Plan
Speaker- Alexander Tecle, MBA, M.Tax, Zimmerer and Tecle Private Wealth Team @ Anthem Advisors, LLC
Join us downstairs, after the seminar @ the Omaha Hilton Hotel Bar for Happy Hour. First round is on us!!
Investment advice is offered through Belpointe Asset Management, LLC. 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521. It is important to read our disclosures available at this link: https://www.belpointeasset. com/disclosures
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Event Venue & Nearby Stays
1001 Cass Street,Omaha,68102,US, United States
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