Using Housing Wealth to Improve Financial Outcomes in Retirement
| NMLS #455497
Dr. Barry Sacks
| J.D., Ph.D. Certified Tax Specialist
We are taking a Deep Dive into one of 2019’s Hottest Topics, Using Housing Wealth to Improve Financial Outcomes in Retirement. With most American’s holding 65% or more of their overall wealth in home equity, this is need-to-know information.
Dr. Sacks will be discussing the impact tax aspects have while using housing wealth strategies.
1.0 CLE | General
Choice of 2 entrees from Magnolia Park Cafe
Farmhouse Salad or Roast Turkey Sandwich