Together with Anita Gat, an experienced Realtor with Keller-Williams Realty, and local estate planning attorney Elijah Keyes of Keyes Law Group, we hosted an informative and interactive session about how retirees may be able to tax-efficiently tap into the equity in their homes to enhance their retirement income.
The key learnings from the presentation were:
- How to defer or even avoid much of the tax on the sale of your home
- How to increase your monthly income in retirement
- How to create a legacy for your family
- How to benefit causes that you truly care about
Past Event Details
- FREE Lunch 'N Learn
- May 18th, 2023
- 11:30 AM - 1:30 PM PST
- Left Bank Restaurant, Menlo Park, CA
Meet The Hosts
Anita Gat
Keller Williams Realty
Elijah Keyes
Keyes Law Group, PC
Jane Beule
Griffin Black, Inc.
All events and the content presented is for general informational purposes only. It is not intended to provide specific tax, financial, or investment advice. The hosting of any event by Griffin Black, Inc. should not be construed by any client, consumer and/or prospective client as an offer to sell securities or render personalized investment advice.
Please do not use or rely on any event or its content as a substitute for the expertise and judgment of a tax professional or financial planner. For tax advice and implementation services, consult your own financial advisor or other financial professional.
