2/6 Wealth Building Fundamentals - Retirement Options for Real Estate Investors

[Tom Dagney]

⏰ Thursday, February 6, 2025 (6:30pm to 8:30pm)
✅ Cost: Members attend free, visitors pay $20
📍 LOCATION: Marcello's Trattoria - 225 Bellevue Ave, Hammonton, NJ 08037

Please RSVP so we can give the restaurant a good head count
Please plan on ordering something from the menu --- Thanks!

❗👉 NOTE: Registering here on Meetup doesn't actually save you a seat; to do that, click the link below 👇 ❗

📌 RSVP LINK - https://reia.app/9614M58T77

Retirement Options for Real Estate Investors

Benjamin J. Ott, CFP® AAMS®, Wealth Manager

231 Fairview Avenue, Hammonton, NJ 08037 | p: 609-651-4620 | f: 609-613-5608 | e: [email protected] | Kingsview Partners Wealth Management - www.kingsview.comamp;source=gmail&ust=1738079182467000&usg=AOvVaw2vLOXscwoFDblNB2GLVVZ9">www.kingsview.com

Diving into different account types, taxes, business structures to optimize taxation and retirement planning.

• Taxes holding you back
• Ways to avoid or defer taxation
• LLCs and other corporate structures
• Account types available to the self employed and their benefits
• 1031 exchanges

BIO - Ben is a graduate of Drexel University, where he obtained a degree in Mechanical Engineering while taking finance electives, playing baseball and dabbling in photography.

After graduation, Ben began his career as an engineer and a project and product manager in the field of plastics and diesel fuel filtration. It was while working as an engineer that he realized helping his coworkers choose and balance the investments in their retirement plans was far more rewarding than fuel filtration.

Soon thereafter he opened an office with Edward Jones, where he spent six years building a financial planning and investment management practice. His knack for numbers and scientific approach as an engineer are a natural fit for the financial planning process.

Today, Ben lives in Hammonton, New Jersey with his wife Dr. Laurie Lemons and four children Brayden-10, Alex-7, Evelyn-4, and Kyler-2. He currently operates his own independent financial planning and investment management practice through Kingsview Wealth Management. Obsessively ethical, Ben specializes in offering clients easy to understand yet comprehensive financial information. In his free time, Ben enjoys golf, working on projects around the house, green energy, and game nights with friends.

Location: Marcello's Trattoria - 225 Bellevue Ave, Hammonton, NJ
SJREIA Members attend FREE -- Visitors pay $20
Meeting the 1st Thursday every month

Leader David Ingemi

Not a member currently? Why not join as a monthly member for $20/month and enjoy all benefits of membership -- FREE meeting attendance for 30 days and participate in our members only online networking chat forum. AUTO-RENEWS until you cancel.

 RSVP LINK - https://reia.app/9614M58T77