Dating Your Money Series - Spring Refresh
Join us on May 23 for a SPRING REFRESH in your money relationship! In this 2nd event of our Dating Your Money series, we'll honor the work you did in the first quarter, and revive your love and respect for your personal and business financial goals.
Come ready to enjoy a spring vibe with forward-thinkers like you, heavy hors d'oeuvres, music, drinks, and of course a stellar lineup of professionals you NEED in your life as you take your financial life to the next level.
We'll hear from Patricia and Lou Orange, a real estate power couple, with special guest Emanuel Premate of PadSplit. These three have a vast wealth of experience that will open your mind to the various opportunities within your reach for adding Real Estate to your investment and cash flow portfolios.
Amy Corrales with Mod Financial returns to open your mind to what retirement tools you may already have in your arsenal but aren't optimizing, including tax implications and legacy planning. Those statements, the stock market, and the advisors vying for your attention can be confusing. Want to become work-optional? Then you WON'T want to miss this, as you'll leave with immediately actionable concepts for growth and asset protection.
Speaking of asset protection, we're thrilled to be joined by special attorney guests from 3 Oaks Law, the vibrant and deeply Jacksonville-rooted estate planning group! You'll learn when and why it's so crucial to organize and allocate your estate, whether you're a booming business owner or newly budding parent.
We told you in the first quarter that you wouldn't be leveling up alone, and we are delivering! Don't miss this opportunity for an intimate date night with your money, your goals, and all the professionals that can help illuminate your personal path. You deserve financial peace!
