Updated almost 7 years ago on .
How to avoid the mistakes in 2008 to protect your legacy today
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- 11/14/18 06:30PM - 09:00PM America/Los_Angeles
- 5th Floor Conference Room, 550 S Winchester Blvd San Jose, California 95128
- Free
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This is a part of our regular Snowball Real Estate Investment Networking Meetup - https://www.meetup.com/Snowball-Real-Estate-Invest... We normally meet on third Wednesday of the month but due to Thanksgiving we moved it up a week.
Details:
Join us for an informative night and learn about creative solutions to preserve your legacy, minimizing your taxes & risks and maximizing your returns and investments.
With the current market volatility our speaker will discuss ways to diversify and protect your assets for the long term. Topics to discuss include but not limited to:
- Diversification
- Tax free growth
- Estate planning strategies
Robert "Nick" Martin CLU, ChFC, MSFS
New York Life
6:30pm - Networking
7:00pm - Needs and asks
7:15pm - Featured speakers
8:30pm - Wrap up and migrate to Santana Row for making more connections