Presented by Ryan Ponsford & John Jenkins, AEP®, EA, CFP®

From Ryan’s and John’s different and sometimes similar professional perspectives, explore the trials and tribulations that our clients are going through with their real estate as an investment class. With such client frustration and confusion, there is not only a need for collaborative tax, financial, and legal advice; there are also compensation opportunities for the wealth planner.

 


 


*Disclaimer: This program is not intended or relied on to serve as legal, tax, and/or financial advice. For individual purposes only.

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