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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.
Presented by Ellenbecker Investment Group wealth advisors, tax advisor, and a collaborating attorney partner.
Session will also be recorded and distributed for those unable to attend.
Learn more and register: https://bit.ly/4nM0GHA
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Event Venue & Nearby Stays
N21 W23350 Ridgeview Parkway, Waukesha, WI, United States, Wisconsin 53188
Tickets
