REGISTRATION Events – 2019

REGISTER: 2019 EVENTS 877-685-6631 or lisamelby1@yahoo.com

How to Build Tax Free Wealth & Maximize Retirement Income

Date: March 28, 2019
Time: 6pm to 7:30pm
Venue: Grouse Mountain Lodge
2 Fairway Dr., Whitefish, MT 59937

WE WILL DISCUSS:
•How to Protect Your Money Against Market Volatility & the next market correction
•Learn about the two biggest mistakes most people are making and how to correct them. >>>THIS one alone can catapult you into a different wealth category!
•How to Take Advantage of the New Tax Laws
•The Most Powerful Tax Code and how you can use it
•How to Generate Reliable Tax Free Income that you won’t outlive
•PLUS you’ll find out why “Tax Deferred” is NOT Tax Free
•You owe it to yourself to get the education provided! You cannot learn less. :o)

IS PAYING OFF YOUR MORTAGE A MISTAKE?

Date: February 1, 2019
Venue: Embassy Suites Hotel by Hilton Santa Clara Silicon Valley
2885 Lakeside Dr.
Santa Clara, CA

Manage Your Mortgage You Will Manage Your Life

CAN YOU NAME THIS INVESTMENT?
-Account has no liquidity of the account accumulation.
-You will relinquish control of the funds you pay once placed in the account.
-There is a zero rate of return on the funds placed in the account.
-The asset is totally exposed to market risk.
-If sold, or transferred there could be a tax liability

This is an awesome presentation to assist you in learning about the true in’s and out’s of home financing and where you could be possibly making wealth transfers away from you and your family net worth.

You will learn how to identify and avoid wealth transfers. You will also learn very valuable and lucrative strategies on how to manage your mortgage.

WOMEN, POWER & MONEY

Date: January 4, 2019
Venue: Embassy Suites Hotel by Hilton Santa Clara Silicon Valley
2885 Lakeside Dr.
Santa Clara, CA

Attending the Women, Power & Money seminar is the first important step in helping manage your financial future.
-Do you feel uncertain about your financial future?
-Are you wondering where to start or where to go from here?

If you are asking yourself these questions this event is for you!

You will learn:
-Why you need a financial strategy
-Understanding who you are financially
-Financial Concepts
-Getting started

A Discovery Journal with exercises is included when you attend the seminar. This truly is your first step to your financial future!

REGISTER: 2019 EVENTS 877-685-6631 & lisamelby1@yahoo.com

Lisa Melby
Firestone Financial
License: DOI MT 742264 | CA 0843024 | DRE 01230770 | NMLS 298325
125 Cedar Commons Ln., Ste. A, Kalispell, MT 59901
4010 Moorpark Ave., #104, San Jose, CA 95117
o: (877) 685-6631 | f: (408) 351-4277 | e: lisamelby1@yahoo.com


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