Join Us

Join us at our Wine, Cheese, & Knowledge Please event and elevate your financial future with exclusive insights, networking, and investment opportunities, while discovering tax-saving strategies and wealth-building tactics for maximum growth.

Unlocking Opportunities and Strategies

Access exclusive market insights and networking opportunities while exploring the potential for double-digit returns with principal-protected trust deeds. Discover a variety of tax-saving strategies and ways to boost portfolio returns through smart financial planning.

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November

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November
Ray Lucia Sr.

Elite Advisor Referral Network

Ray Lucia Sr.

Discover a range of tax-saving strategies, from year-end deductions to using retirement funds for real estate. Find out how selecting the right financial advisor could potentially increase your annual portfolio returns by 3%. Learn about tax-saving opportunities such as real estate professional status, helping your children build wealth with government incentives, and legally extracting tax-free funds from your business.

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Mehdi Amini

Behind The Curtain

Mehdi Amini

Access exclusive insights for growth in today's market, including up-to-date data on real estate, capital markets, and investments. Join the Elite Advisor Referral Network (EARN) to expand your professional connections and opportunities. Explore the potential for double-digit returns through short-term, principal-protected trust deeds.

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