Please join us in welcoming Seth Roseberg as our presenter for Lunch & Learn on Wednesday, July 24, from 12PM-1PM, at our Biltmore location!
Taxes Are Overrated: Be Like the 1%
– What is a Family Limited Partnerships and when do you use it.
– What is a Trusts, and when do you use it.
– Qualified Plans and other wealth planning techniques.
Seth has worked with Fortune 100 insurance carriers and is the fifth generation providing insurance and financial planning solutions to businesses and individuals. He currently holds the designation of Life Underwriting and Training Council Fellow from the National Association of Insurance and Financial Advisors, The Global Financial Steward designation in Fiduciary practice and a baccalaureate in Business Administration from University of Maryland University College. He is also working towards his Certified Life Underwriter (CLU from the American College of Financial Services He currently operates a Registered Investment Advisory Firm, Third Party Administrator, and Insurance Agency — Ability First.
Complimentary Lunch Provided!
Recent Comments