Join the Marigold Team and local CPAs, Mortgage Lenders, Financial Planners, Estate Attorneys and more for this free workshop on planning your financial future. All consultations are free and hosted by local, respected professionals. Many professionals are offering free services like a no-obligation home valuation, creating a will and having documents notarized. Its a great opportunity to ask questions of our topic panels and meet local partners that can help you meet your goals.
Event Offers
-Free wealth planning e-book and spreadsheets
-$1,000 lender credit toward your next home purchase
-A complimentary 1.5-hour estate planning session
-A raffle for free healthcare power of attorney or $250 off a Will/Trust package
-Strategies to maximize tax savings
-Tools to build wealth through real estate and smart investments
-These are real offers, real value, and real steps toward achieving financial freedom.
