Minnesota Real Estate Investors Association, Inc.

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Real Estate Rich, Cash Poor

with... James Lethert

Addressing the unique Estate Planning issues faced by real estate investors

Thursday, June 08, 2017

Heritage Financial Group
1540 Humbolt Ave
West St. Paul, MN 55119

Heritage Financial Group | Wealth Planning for Real Estate Investors

We invite you to our next class:

“Real Estate Rich, Cash Poor”

Addressing the unique Estate Planning issues faced by real estate investors

  • The 4 steps of good estate planning for real estate investors
  • Important estate planning documents that should be considered
  • Strategies for minimizing / avoiding estate taxes
  • Business entity discussion and their influence on estate tax planning

 

Speaker Notes:

James G. Lethert is a licensed attorney practicing exclusively in the estate planning for over 40 years. He is a professional speaker and instructor.


Call or email to reserve your spot!

651-453-0336

dave@heritage-financial.com


Event Details:

When: Thursday June 8th 2017 @ 7:00pm-8:30pm

Where: 1540 Humbolt Ave, West St. Paul, MN 55119

  • Event will be located on lower level of building
  • Parking available in the rear lower level of the building
  • Call for questions 651-453-0336.


Free Event



Date: Thursday, June 08, 2017
Time: 7:00 PM - 8:30 PM

Location:
Heritage Financial Group
1540 Humbolt Ave
West St. Paul, MN 55119

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