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Financial Blueprint for Brokers & Realtors to Build Wealth & Your Legacy

July 15 @ 1:00 pm - 2:00 pm


A Financial Blueprint for Brokers and Realtors to Build Wealth and Your Legacy !

Wednesday, July 15 from 1:00 PM until 2:00 PM

Instructor:  John Lancaster & Oggi Ruiz

What will be discussed:
  • Rules of Money

  • Taxable and Tax-Free Retirement

  • Protection from Loss of Income Due to Disability or Death

  • Employee Benefits and Strategic Executive Bonus Plans

  • Family Banking

  • Flexible College Plans

  • Legacy Planning: Wills, Trusts, and Estate Planning

This class is FREE for our Members!



July 15
1:00 pm - 2:00 pm
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