Seminar: Real Estate In Your Financial Plan

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

You may also like the following events from Ellenbecker Investment Group, Inc.:

• Next month, 8th October, 03:00 pm, Seminar: Medicare 2025 in Waukesha
• Next month, 29th October, 05:30 pm, Seminar: Navigating Empty Nesting in Waukesha

Also check out other Workshops in Waukesha.