Join us for an engaging Lunch & Learn where we bridge the gap between Wealth Management and Commercial Real Estate, equipping you with the knowledge to grow and protect your wealth.
Whether you’re a business owner looking to invest, an entrepreneur considering commercial real estate, or a high-net-worth individual seeking strategic financial guidance, this event will provide actionable insights tailored to your financial goals.
Key Takeaways:
✅ The Power of Investing – How to put your money to work and grow your financial future.
✅ Owning vs. Leasing – The financial impact of purchasing commercial real estate for your business.
✅ Common Investment Mistakes – What to avoid when managing your portfolio or acquiring property.
✅ How to Make Your First Move – Practical steps to get started, whether in the market or in real estate.
This interactive session will feature 15-minute talks from industry professionals, engaging real-life stories, and a Burning Question discussion to help attendees gain the most value from our time together.
Spots are limited—reserve your seat today!
