Asset Protection & Tax Reduction Strategies for Real Estate Investors

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New York Life Insurance Company

425 Market Street

9th floor

San Francisco, CA 94105

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Asset Protection & Tax Reduction Strategies for Real Estate Investors + Bootcamp Update


We will have two great presenters for our upcoming event focused on Asset Protection and Insurance for real estate investors.

Presentation #1: Dr. Bardia Hariri

We live in an Increasingly volatile environment where wealth can take Years to Earn and Seconds to Lose

In this lecture you will learn how real estate investors can retain earnings and protect their Assets against:

-Litigation, Withdrawal, Bankruptcy, Death or Disability of their business partners

-High rental Income Taxes and High Capital Gain Taxes

-Market volatility

-High cost of capital in high interest rate environment

Bardia Hariri holds MBA and PhD in Economics. As full-time employee of New York Life Insurance Company, he helps real estate investors with their asset protection, tax reduction and investment diversification strategies. He has dedicated his academic and professional background to educate, inspire and empower his clients.

By attending to this workshop, you will learn how to create tax efficient financial freedom and protect your assets against market volatility, litigation and high cost of capital.

Presentation #2: Vernon Williams, CEO, Brighton Financial & Insurance

Mr. Williams will be covering about how to have the right and optimal coverage for your rehabs, rentals, real estate investments, umbrella policy, vacant properties and how to evaluate insurance policies.

When: April 24th (Tuesday Evening): 6:30 PM 9:30 PM. Light Dinner included

Where: 425 Market St, SF [9th Floor]

When: May 5th (Saturday Late Morning): 10 AM to 1:00 PM. Light lunch included.

Where: 2121 S. El Camino, San Mateo, CA [4th Floor] Plenty of free parking.

*Neither New York Life Insurance Company, not its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.

Out of State Investing Bootcamp UpdateWe are ready to launch our bootcamp training program a week from today on April 16th. I want to thank the students that have already registered and we look forward to working closely with them to build out their portfolio.

To recap: Here is a brief overview of the Bootcamp

These are the aspects of real estate investing that we are going to learn. (i) How to invest wisely and evaluate out of state deals, (ii) how to source deals, structure deals properly. Looking and evaluating real life examples and determining whether they are good deals or not. Learning even more about BRRRR, Turnkey and Hybrid-BRRRR. Evaluate different markets. Learn how to find qualified, lenders, contractors, property managers and screen tenants. Learn how to build your portfolio for passive income and be able to withstand shifts in market. Learn about tax planning and setting up the right structure. Learn how think like an investor and not a landlord. Learn how to create multiple streams of income and structuring deals with private/hard money lenders, joint venture partners. Full understanding of debt financing versus equity financing.

Cost: Updated

$500 for the 10 week course. We are offering a 100% money back guarantee. If for any reason, you are not satisfied, request a full refund at any time, no questions asked.


Here is the sign up sheet. or email me at

Got questions? Email me! Looking forward to seeing you

Happy Investing!


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New York Life Insurance Company

425 Market Street

9th floor

San Francisco, CA 94105

View Map

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