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Free Event: Tax Solutions and Santa Barbara Housing Marketing Update

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Eleven14: Craft House & Kitchen

1114 State Street

#213

Santa Barbara, CA 93101

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Event description
Trifecta Solution, a WestPac Wealth Partners team, and Berkshire Hathaway HomeServices join forces!

About this Event

Trifecta Solution, a WestPac Wealth Partners team, and Berkshire Hathaway join forces to offer physicians on the Central Coast...

1. Unique Tax Solutions for all Your Business and Retirement Needs

2. Santa Barbara Real Estate Market Update

Event Details:

  • Venue: Eleven14: Craft Bar & Kitchen
  • Date: Wednesday, November 13, 2019
  • Time: 5:30-7:30 pm

This event is FREE and open to physicians and their guests!

  • 5:30-6:00 Networking
  • 6:00-6:15 Introduction
  • 6:15-7:00 WestPac and Berkshire Hathaway presentation with open Q&A

Complimentary refreshments for physicians and their guests from Eleven14 Bar & Kitchen. Address: 1114 State Street

Event Description:

WestPac knows that as taxes increase, many physicians are looking for a solution that:

  • Reduces their tax liability
  • Is paid for by their practice
  • Increases their retirement savings

WestPac’s solution is the Macro Pension for medical professionals. The result is that your taxes drop up to 120% the first year, and 50-70% thereafter.

Berkshire Hathaway representatives will discuss the Santa Barbara Real Estate Marketing including topics such as:

  • Market Update
  • Zoning Changes
  • ADU Logistics
  • Expectations as a Buyer and Seller

This event is brought to you by:

  • Jonathan Barrera, CFF, WestPac Wealth Partners
  • Raquel Naranjo, JD, WestPac Wealth Partners
  • Kat Hitchcock: Real Estate Agent for Berkshire Hathaway HomeServices
  • Joanna Kemp: Real Estate Agent for Berkshire Hathaway HomeServices
  • Austin Lampson: Mortgage Consultant for Homeowners Financial Group

Presenter bios:

Jonathan started his journey specializing in financial education and financial wellness in 2011. Through his time in the financial sector, Jonathan found his tax and accounting background laid a path to helping others understand tax strategies and financial strategies that assist his clients with maximizing their planning potential and keeping as much money as possible in their own pockets.

Raquel assists with all aspects of advanced planning and risk management. She works closely with her colleague Jonathan Barrera in helping their clients understand tax and financial strategies and maximizing their planning potential. They specialize in working with physicians, CPA’s attorneys and executives of business.

Kat Hitchcock is a Texas Native, graduated from the University of Texas at Austin with a degree in Corporate Communications & Business Foundations. Kat spent seven years working in the advertising and marketing industry which she credits with her ability to negotiate, her creative problem-solving skills and her ability to market her listings. Over the past several years she has achieved a reputation in Santa Barbara for providing quality Real Estate service based on integrity, knowledge, and professionalism. She believes no job is too small and no task is unattainable.

RSVP today to reserve your spot for this powerful discussion and educational event.

For more information contact:

Raquel Naranjo - raquel.naranjo@westpacwealth.com

Kat Hitchcock - kat@hitchcockre.comJoanna M Kemp - joannakemp@bhhscal.comNatalie Maloney – natalie.maloney@ccmhealth.orghttps://www.trifectasolution.com/https://www.ccmahealth.org

*WestPac Wealth Partners and Berkshire Hathaway agents Kat and Joanna are business partners with the Central Coast Medical Association*

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Date and Time

Location

Eleven14: Craft House & Kitchen

1114 State Street

#213

Santa Barbara, CA 93101

View Map

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