SAVE THE DATE
What:
FREE Lunch ‘N Learn
Date:
May 18, 2023
Time:
11:30 AM – 1:30 PM PST
Where:
Left Bank Restaurant, Menlo Park, CA
Is much of your wealth tied up in your current home? Would you like to be able to access that money without having to pay so much in taxes?
Join three local experts for an informative and enjoyable discussion about how to unlock the wealth in your home.
You’ll learn how you may be able to:
- Defer or even avoid much of the tax on the sale of your home
- Increase your monthly income in retirement
- Create a legacy for your family
- Benefit causes that you truly care about
Real world examples will be discussed. Your general questions are welcome.
Meet The Hosts
Anita Gat
Elijaj Keyes
Jane Beule
Seniors Real Estate Specialist, Certified Probate & Trust Realtor
Keller Williams Realty
Certified Specialist in Estate Planning, Trust & Probate Law
Keyes Law Group, PC
NAPFA Registered Financial Advisor, CFP®, CEO and Founder
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.