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1 event,
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Brick & Bloom Real Estate Group host Katrina Lyons from Visionary Wealth Planning. This strategic session supports attendees in preserving wealth, minimizing tax implications, and building an intentional legacy post-downsizing. Topics covered: • Capital Gains and Tax Impacts: Understand exemptions and requirements related to selling a primary residence. • Reinvesting Proceeds Wisely: Explore options for […]
Free
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