Contact
Kate OlsenDynamic Wealth Strategies, LLC
408-320-0202
kate@dynwealth.com
Unlocking the Value of Your Home to Help Accelerate Your Retirement
A No-cost Educational Workshop Event
Join us to learn what the MATH says about relocating to a new home. Our hosts are professional Financial Planners and Relocation Experts. They will explore local case studies focusing on taking the guesswork out of this major financial decision and discuss how to manage your buying and selling transactions seamlessly.
Co-Hosted By:
.
J. Brian Boyle
Dynamic Wealth Strategies, LLC
Co-Founder & Wealth Manager
Learn More at: www.dynwealth.com
AND
Ricky O'Neal
Martell & O'Neal
Relocation Specialist - DRE #'s: 01344828, 01936207 & 01406150
Learn More at: www.martelloneal.com
Advisory services offered by Dynamic Wealth Strategies, LLC a Registered Investment Adviser. Real Estate services offered by MartellOneal Group. MartellOneal Group and Dynamic Wealth Strategies, LLC are not affiliated entities.