I hope this email finds you well. My name is Ben Zamora from Wilde Wealth Management Group. We specialize in FINANCIAL SERVICES and are looking for innovative ways to add value to our clients and partners.

Please join us for a private briefing on tax managed investing tailored for CPA professionals. We will share insights on the investing landscape and what we are doing to help investors improve their after tax wealth

Join us for an exclusive event: We are excited to be able to host an exclusive CE Credit event in partnership with Russell Investments and lunch at our office.

Benefits: Earn 1 CPA/ CPE Continuing Education credit, and enjoy a complimentary lunch.

The workshop will provide valuable insights into tax managed investing strategies that you can implement with your clients. The impact of taxes on investment returns. Approaches to evaluate tax managed investing. Strategies to improve after-tax wealth and it is also a great opportunity to network with other professionals in the same industry

Please be so kind as to RSVP to this email or confirm with Alexi on 949-439 7963 as there is very limited space.

Looking forward to the opportunity to work together

Ben Zamora

ben@wildewealth.com

480-361-6203

Wilde Wealth Management Group Wealth Management Advisor

http://wildewealth.com