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Dallas Fort Worth meetup August 19th
Come hang out with one of the best REI groups in DFW on August 19th!
https://www.meetup.com/DFW-REI-Network-Investing-Meetup/events/swzrzqyzlbzb/
You don't want to miss this meeting! Come meet Zia Shaikh
Learn
1. AVOID capital gains taxes WITHOUT a 1031 Exchange or DST on sale of ANY asset.
2. AVOID foreclosure / BK on real estate using our proprietary SHORT PAY strategy.
FUN, FOOD, FRIENDS & FREE EDUCATION!
The meetings are interactive and all your questions are welcome. We are very casual, this is a social networking group and no one will be there trying to sell you anything. We have a lot of fun and learn a lot. Everyone is welcome but please RSVP so we can plan accordingly. If your plans change please change your RSVP so we know how many to seat and plan food for.
SEE YOU MONDAY AT DAVE & BUSTERS!
Specializing in:Capital gains tax avoidance
Income & Estate tax reduction
Tax FREE Business succession planning Philanthropic planning
Risk management
Portfolio & 401k management
Real estate advisory
Credentials: IAR, Investment, Insurance, Real Estate certifications Wealth Management Specialist (WMS)
Certified Asset Protection Planner (CAPP)
Certified Wealth Preservation Planner (CWPP)
A strong reputation with a successful career built over 23 years --- one client at a time. Families, Charitable organizations and business owners with $3 Million to more than $100 Million in net worth have consulted
Mr. Shaikh for Estate, Investment, Corporate retirement and Business succession planning advice. He believes “Just as humans are holistic beings so should their financial portfolios be treated!”. To promote that message he educates clients nationwide on available options as a Fiduciary, (with the help of his team of tax, legal and estate planning profession-als) to achieve favorable and preferred outcomes.
His clients gain confidence, knowing their personal, business and philanthropic interests have been fully considered and addressed with strategies that he coined as the "Bubble wrap" protection for his clients.
Let him help you cut through all the financial media noise and get you the advice and coordination you always wanted to make better decisions.
In 2011, 2013, 2016 & 2018 Mr. Shaikh was identified as a FIVE STAR wealth manager by New Jersey Monthly Magazine a leading New Jersey publication that awards wealth managers who scored highest in overall satisfaction. FIVE STAR wealth manager awards are awarded to less than 2% of professionals each year.