Seminar: Real Estate in Your Financial Plan

Ellenbecker Investment Group (EIG) hosts educational seminars throughout the year, and our October 2nd session highlights Real Estate in your Financial Plan. 

This seminar provides a broad overview of unique considerations for establishing a real estate strategy within your financial plan, including:

• ways to pass along family homes and real estate properties.
• how to manage a home or land inheritance.
• options for helping your adult children or grandchildren purchase a home.
• including investment properties in your estate plan.
• proper insurance options to protect your assets.

Refreshments served. All are welcome! Guests are encouraged to bring their family and friends.

Unable to join in person? Session will also be recorded and distributed. Sign up here to receive the recording. .