Jeff Brown

Do you have sizeable gains from concentrated stocks, such as Nvidia, Apple, or Microsoft? Learn strategies to defer capital gains taxes from the stock market to real estate investments that generate steady income. Please join us for the upcoming QOZ webinar hosted by Sierra Pacific Financial Advisors featuring industry expert James Lenz (Griffin Capital Company). #Nvidia #Apple #Microsoft #Amazon #Meta #QOZ

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✅ Scottsdale, AZ Seminar "Effective Retirement & Tax Strategies" Click Here to Register - https://lnkd.in/gcpe8msS In this 90-minute Seminar, we will discuss the key mistakes people make to save and invest for retirement.  It is possible to save for retirement and plan for a tax-advantaged income stream. Obviously the earlier you can save, your investments will compound over a longer period of time.  But even if you start later in life, you can still save for retirement and save on taxes. Understanding the Risks of poor Retirement Planning. Creating an Ideal Portfolio Allocation for Income and Growth. Current and Future Tax Implications and What you should Consider doing now. Thinking about Estate Planning as part of your Retirement Planning. Market Outlook for balance of 2024 and 2025 and impact to your Retirement. Checklist of Action Items to put together a plan immediately! Anticipated Takeaways Several juicy information nuggets to spark action! Ideas on how to review your current portfolio to make sure income and growth are in-line. Understand current and future tax implications. Assess your Risk to make sure you are in a comfort zone for the next 5 - 10 years.

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July's Financial Insights Wealth Management Wisdom & Wealth Webinar is approaching on July 31 at 3pm PST! Join us for an exclusive session featuring Amanda Nathan as she delves into estate planning for Washington state residents. This event is tailored for individuals and couples with a net worth exceeding $2 million. Amanda will cover a range of topics including gifting, taxation, and Washington/Federal estate tax implications. Secure your spot by registering below. #WealthManagement #EstatePlanning #FinancialInsights #community

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In this episode of Let's Talk Future™️, Anusha Rodriguez discusses event-driven investing with guest Jake Turner, an Associate Portfolio Manager at Kite Lake Capital Management. Together, they analyze the investment strategy seeking to profit from corporate events such as mergers and acquisitions, corporate actions, bankruptcies and restructurings. As these corporate events can have material impacts on share prices, they discuss important factors such as the effect of interest rates and the regulatory challenges investors must consider when evaluating these types of special situations and M&A deals. https://bit.ly/3VmtCKP #ThePowerofOppenheimerThinking #LetsTalkFuture #EventDrivenInvesting

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In this episode of Let's Talk Future™️, Anusha Rodriguez discusses event-driven investing with guest Jake Turner, an Associate Portfolio Manager at Kite Lake Capital Management. Together, they analyze the investment strategy seeking to profit from corporate events such as mergers and acquisitions, corporate actions, bankruptcies and restructurings. As these corporate events can have material impacts on share prices, they discuss important factors such as the effect of interest rates and the regulatory challenges investors must consider when evaluating these types of special situations and M&A deals. https://bit.ly/4bRDwK8 #ThePowerofOppenheimerThinking #LetsTalkFuture #EventDrivenInvesting

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In this episode of Let's Talk Future™️, Anusha Rodriguez discusses event-driven investing with guest Jake Turner, an Associate Portfolio Manager at Kite Lake Capital Management. Together, they analyze the investment strategy seeking to profit from corporate events such as mergers and acquisitions, corporate actions, bankruptcies and restructurings. As these corporate events can have material impacts on share prices, they discuss important factors such as the effect of interest rates and the regulatory challenges investors must consider when evaluating these types of special situations and M&A deals. https://bit.ly/3yDcSX0 #ThePowerofOppenheimerThinking #LetsTalkFuture #EventDrivenInvesting

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In this episode of Let's Talk Future™️, Anusha Rodriguez discusses event-driven investing with guest Jake Turner, an Associate Portfolio Manager at Kite Lake Capital Management. Together, they analyze the investment strategy seeking to profit from corporate events such as mergers and acquisitions, corporate actions, bankruptcies and restructurings. As these corporate events can have material impacts on share prices, they discuss important factors such as the effect of interest rates and the regulatory challenges investors must consider when evaluating these types of special situations and M&A deals. https://bit.ly/3KocuOI #ThePowerofOppenheimerThinking #LetsTalkFuture #EventDrivenInvesting

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Good relationships start with a good foundation. We have a process known as L.I.F.E., which stands for listen, identify, formulate, and evaluate. Check out the L.I.F.E. tab on our website to learn more! https://lnkd.in/gjMTZtTN

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This webinar session focuses on dissecting investment data and information to identify great retirement plan investments and also features a case study example. Check it out today! https://ow.ly/KPUz50Rspjj

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✅ (1 week from today) Scottsdale, AZ Seminar "Effective Retirement & Tax Strategies" Click Here to Register - https://lnkd.in/gcpe8msS In this 90-minute Seminar, we will discuss the key mistakes people make to save and invest for retirement.  It is possible to save for retirement and plan for a tax-advantaged income stream. Obviously the earlier you can save, your investments will compound over a longer period of time.  But even if you start later in life, you can still save for retirement and save on taxes. Understanding the Risks of poor Retirement Planning. Creating an Ideal Portfolio Allocation for Income and Growth. Current and Future Tax Implications and What you should Consider doing now. Thinking about Estate Planning as part of your Retirement Planning. Market Outlook for balance of 2024 and 2025 and impact to your Retirement. Checklist of Action Items to put together a plan immediately! Anticipated Takeaways Several juicy information nuggets to spark action! Ideas on how to review your current portfolio to make sure income and growth are in-line. Understand current and future tax implications. Assess your Risk to make sure you are in a comfort zone for the next 5 - 10 years.

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There may be lower #financialliteracy among segments with lower levels of education. But the highly educated can also suffer from poor financial management skill. Singapore may not yet be ready for the same solution as California in standalone financial education modules in schools, though it does so in Institutes of Higher Learning. Here is where employers and associations need to step up to fill the gap for their staff and members. MoneyOwl has done #finlit workshops and talks, with no vested interest, for tens of companies led by leaders and HRs who care for their employees’ whole persons. Or at least, for enlightened self-interest, as they recognise that you can pay someone a fair wage, but if they don’t know how to manage it with the right mindset, it would never be enough. Let me know if you’re one of them!

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In this episode of Let's Talk Future™️, Anusha Rodriguez discusses event-driven investing with guest Jake Turner, an Associate Portfolio Manager at Kite Lake Capital Management. Together, they analyze the investment strategy seeking to profit from corporate events such as mergers and acquisitions, corporate actions, bankruptcies and restructurings. As these corporate events can have material impacts on share prices, they discuss important factors such as the effect of interest rates and the regulatory challenges investors must consider when evaluating these types of special situations and M&A deals. https://bit.ly/4bHMolQ #ThePowerofOppenheimerThinking #LetsTalkFuture #EventDrivenInvesting

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