Event Details

Smarter You Series: "Marrying" Assets

Date: May 7, 2021
Time: 12:30pm-1:30pm
Location:
Online

This Smarter You Series talk covers how to bring your financial lives together and “marry assets.” We’ll give you lots of suggestions for managing your cash flow as a couple, the tax implications to think of, plus estate planning and insurance considerations when you move from “me” to “we.”

If you'd like to join the video conference please use the following link: https://us02web.zoom.us/j/4152153282

To call in to the teleconference use the information below:

Dial In Number: (669) 900-9128

Meeting ID: 415 215 3282

If you have specific questions you would like answered during this presentation, please send them in advance to hello@briofg.com so we can cover what’s most important to you.

 

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.