Event Details

Using Real Estate to Create Retirement Income

Date: March 26, 2022
Time: 10:00am-11:30am

During this online event we’ll talk about buying, selling, renting, the tax implications on both sides as well as what to do with property when legacy planning. Oh and the ins and outs of Props 13 and 19, because those have specific factors to consider when selling.
 
Brandon Miller, Brio’s founder, will be joined by Kathy Crandall, a top producer with Better Homes and Garden Real Estate Reliance Partners for this talk. We are thrilled to benefit from Kathy's 30 plus years of experience in the unique Bay Area market and the real-life examples she’ll share. Brio will be there to put all the pieces of the puzzle together and outline how real estate fits into your overall financial plan.
 
Not a real estate mogul in the making yourself? Please share with someone in your circle who is either looking to invest in real estate to generate a passive income stream or may need to divest holdings to reap the benefits of an existing investment.

To join the video conference please use the following link: https://us02web.zoom.us/j/415 2153282

To call in to the teleconference use the information below:

Dial In Number: (669) 900-9128

Meeting ID: 415 215 3282

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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