Optimizing Your Financial Life: 4 Key Lessons from Billionaires

See what the super-rich, including billionaires, are doing to:

  • Minimize their taxes
  • Ensure they do not lose their wealth to unfounded lawsuits
  • Maximize the wealth they share with heirs and important causes
  • Ensure their values, not just wealth, are passed on to future generations
  • Achieve quicker results at reduced costs

Ready to stop sacrificing opportunities and start optimizing your financial life? Register Below.

Date: Wednesday, April 3rd, at 11:30AM (Lunch provided)
Location: Milestone Wealth Office, 500 Red Banks Road, Greenville, NC 27858

Event Registration

Please let us know any comments or questions.