Leaving the "Wealth Accumulation" stage means realizing that perhaps you need to view your assets in a different way. After all, for the Wealth Preservation and Wealth Distribution stages, you may find that it's more important to maintain principal, safety and less volatility/risk. Join us for a discussion of how to keep what you've saved; safety first and return second!!

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

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