Being informed stands at the forefront of Asset Strategy’s belief in financial wellness. We offer events on a wide variety of topics designed to touch on the unique needs of different financial situations. You may learn about recent market overviews, real estate material, tax strategies, and so much more. Explore our upcoming events below.
When: Thursday, June 9th, 2022 at 12 PM
Where: Smith & Wollensky
583 Washington St,
Wellesley, MA 02482
Tired of being a landlord? Are you interested in selling your investment property but are concerned about triggering taxes and replacing the income?
Join Asset Strategy at a complimentary lunch event to learn more about DSTs.
We will cover topics such as: