Complimentary Paint & Sip For Investors: Managing A Substantial Single Stock Position?

Visit The Link For More Information & To RSVP!

Managing A Substantial Single Stock Position?

Do you have over $500K+ of stock and you're worried about tax consequences?

Join Us To Discover Private Wealth Strategies to Potentially Optimize Tax Outcomes.

This event is complimentary and open to the public as long as you RSVP. However, the content is specifically designed for individuals and families with at least $500,000 in investable assets, as the strategies discussed are best suited for those who can apply them to real-life financial planning and wealth management situations.

This program is not intended for financial advisors, CPAs, attorneys, or other professionals working in the financial services industry. We respectfully ask that such individuals do not RSVP and take away a seat intended for the general public.

We also reserve the right to decline or remove any RSVP at our discretion.