Event Details

MoneySmarts: Real Estate

Date: March 7, 2023
Time: 5:00pm-6:30pm

Let’s get Real about Real Estate

There are so many moving parts and different ways to utilize real estate as an investment. Beyond that, there are oodles of factors to consider.

We, here at Brio, want to make sure you have all the info you need and have asked Real Estate Agent Mark Shumway of Core7and Guaranteed Rate mortgage lender CJ Kerls to join our next installment of MoneySmarts: Real Estate & Everything to do with it!

Brio’s own Financial Planners Brandon Miller and Matt Beck will serve as hosts as the panel dives into real estate trends, the impact of interest rates and what the Federal Reserve has in store for 2023. We’ll also dissect the intricacies of Props 13 and 19 to make sure you know what REITs, 1031s and HELOCs are before we say goodbye.

Do zoom in on Tuesday, March 7th from 5-6:30pm if you can. RSVP here to reserve your spot!

We promise the 90 minutes will be more fun than a game of Monopoly because, let’s be honest, that game is stressful! Brio wants to make your life as stress-free as possible and that includes incorporating real estate into your plan if it makes sense.

Have some wanna-be-tycoons in your life who would benefit for learning more too? Please pass along the details. The more the merrier, it’s the Brio way.

 

Be well,

Your Brio Team

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product.  Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us. 

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