Real Estate in your Financial Plan

Join Jamie Williams, CFP®, Wealth Advisor at Ellenbecker Investment Group for this seminar highlighting unique considerations for establishing a real estate strategy within your financial plan, including: >ways to pass along family homes and real estate properties. >how to manage a home or land inheritance. >options for helping your adult children or grandchildren purchase a home. >including investment properties in your estate plan. >proper insurance options to protect your assets. Refreshments served. All are welcome!