Planning Your Future and Beyond: What's Taxing You?

What's Taxing You?
Hosted by Circle Partners, Presented by First American Exchange Company 

You are invited to a Free Information Seminar to get clarity to some of the difficult questions around generational wealth through real estate. Having a plan and protecting your assets plays a large role in retirement planning. Where do you start? Learn as you go with Circle Partners Free Seminars!

During the What's Taxing You? seminar learn from a panel of 1031 exchange experts, CPA's and KW Real Estate Planners how we can work together to

• Preserve your estate through tax-advantaged real estate strategies
• How to avoid the pitfalls of a 1031 Exchange
• How to off load the burdens of being a landlord leading into retirement.

The Silver Circle and Wealth Builder Programs

The Silver Circle and Wealth Builder Programs were designed by Circle Partners , KW Real Estate Planner, to create a proactive plan to overcome the disruptions physical, mental or financial hiccups could cause in your life. Circle Partners networks with skilled professionals in the areas of health, housing, finance and estate planning to provide easy to understand paths to create a personalized real estate plan.

What is a Keller Williams Real Estate Planner?

A KW Real Estate Planner is a licensed real estate agent who is certified and has the knowledge, training and experience to compassionately guide a real estate owner in ways to create generational wealth, minimize taxes and facilitate goals of the family.

Meet First American Exchange Company