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Webinar: Major Money Mistakes ​Most Millionaires Make

Camarda Wealth Advisory Group
Webinar

Advanced Wealth Webinar:

Major Money Mistakes Most Millionaires Make And How to Fix Them Before It’s Too Late

This webinar, designed by Dr. Jeff Camarda PhD, who has made a lifetime study of advanced wealth management, will focus on two key elements:

1. Because estate taxes are set to effectively double in 2025, you’re running out of time to make the moves that can protect up to $40M from this 40% wealth tax.
2. And with the stock market showing many signs of pre-crash froth, we’ll talk about techniques that might help avoid big losses without sacrificing juicy target returns.

Besides that, we will hit on potential fixes for the many major money mistakes you may be making. So pay close attention! You will learn dozens of shrewd tips to drive potential millions more in family wealth.

When you’re ready, go here to sign up for $4,500 of Free PhD Advice which will cover:

1. Customized estate review and estate tax avoidance plan.
2. A portfolio risk stress test and investment Protection Assessment
3. Wealth 360° Assessment/Rx for Major Money Mistakes

Besides portfolio protection and estate tax control advice, the wealth 360 will also cover these other areas:

1. Income Tax reduction
2. Asset Protection
3. Estate Plan Review & Trust Optimization
4. Retirement planning
5. ROTH Conversion Advice
6. Real Estate/Business
7. Fiduciary Investments Review
8. Much more depending on your fact pattern

IMPORTANT  BLOG DISCLOSURE INFORMATION

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Camarda Wealth Advisory Group -“CWAG”), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from CWAG.  Please remember that if you are a CWAG client, it remains your responsibility to advise CWAG, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. CWAG is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of CWAG’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Please Note: CWAG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CWAG’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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