Real Estate and Wealth Strategies Seminar

Join Us for an Educational Event Specifically for Real Estate Professionals

Financial Advisors Cory Cook and Ben Turner are teaming up with CPA Jon O'Neil and mortgage lending specialists from CMG Home Loans to provide practical insights for real estate professionals seeking to strengthen their financial foundation and better position themselves for long-term success.

During this event, our presenters will discuss strategies and considerations related to financial management, tax efficiency, insurance protection, lending opportunities, and integrating real estate into a broader wealth-building approach.

Topics Include

● Asset Accumulation and How Best to Position_¹                ● Integrating Real Estate within Your Wealth Plan
● Investing without Traditional Income Barriers                  ● Qualifying Clients Beyond Traditional Income
● Income Planning Basics with Tax Mitigation Strategies

Event Details

Time: 6:00 PM
Location: Laconiko - 11301 Braden Drive, Manassas VA 20109
Who Should Attend: This complimentary event is designed for Real Estate Agents, Realtors^®, Brokers, Team Leaders, Real Estate Investors, and Self-Employed Professionals. Limited to first time guests only, please no financial advisors.

Reserve Your Seat

Space is limited. Complete the registration form below to reserve your seat for this complimentary educational event.

We look forward to seeing you there

CMG Home Loans is at 5615 Wellington Road, Units 113 & 115, Gainesville, VA  20155, Equal Housing Opportunity Member - Branch NMLS #2336590.
Cory Cook and Benjamin Turner are Investment Adviser Representatives and investment advisory services are offered solely by ESI Financial Advisors, 121 Creekside Lane, Winchester VA 22602, 866-868-1492. Cornerstone Advisor Group, LLC and all other named individuals and entities are independent of ESI Financial Advisors. Tax advice is offered through CAG Tax Services, LLC and independently of Cornerstone Advisor Group, LLC and its representatives. Legal advice is offered independently of all entities listed. For advice regarding your individual circumstances, please contact your qualified tax or legal professional.  TC8951738(0626)