Topic: Asset Protection and Tax Strategies
Speakers: Michelle Nice and Stefan Belhomme, the powerhouse duo behind Prudent Wealth Strategies. Michelle, a seasoned Tax Strategist, partners with top specialists to help businesses, investors, and entrepreneurs nationwide protect their wealth through innovative tax strategies.
Her mission? To put you in control of your money by mitigating unnecessary taxes and safeguarding your assets. Stefan, the founder of Prudent Wealth Strategies, brings over 15 years of expertise as a Registered Tax Planner and Certified Estate & Trust Specialist. He’s dedicated to making tax mitigation and estate planning accessible and understandable for all investors, ensuring their assets are shielded from taxes, liabilities, and lawsuits. Together, they’re revolutionizing the way people think about tax and estate planning, making it relatable and essential for everyone.
Welcome to our monthly Wake Forest Subgroup meeting! Join us as we bring in experienced real estate investment experts who will share their invaluable knowledge and expertise. This meeting is a prime opportunity to connect with fellow investors, expand your network, and stay informed about the latest trends and strategies in the industry.
Any food item $20.00 or under from the venue's regular menu and non-alcoholic drink is included with your registration fee.