Ronald D. Birnbaum

  CLU, ChFC, CASL™

  Real Estate Tenant-in-Common / §1031 Exchanges
Trust Advisory Group
One Gateway Center Suite 350
Newton MA 02458
ron@paylesstaxes.org
bullet 617-965-7900 Office
bullet888-677-7977 Toll-free
bullet617-965-9697 FAX

   
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Educational Workshop:

Alternative Investments for 2008 and Beyond

Meet the hosts of The Financial Consultants with Birnbaum and Burwick, heard weekdays 7-8 AM on Business Radio AM 1060, WBIX.  Let Ron and Mike teach you:

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About investments that decrease portfolio risk but increase returns!*

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How to sell investment property (even in a down market), defer taxes, and potentially increase your income!

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How to minimize downsize exposure and maximize upside potential through tax-favored investments!

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How to write off up to 85% of your investment dollars while avoiding Alternative Minimum Taxes!

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How to earn double-digit returns through asset-backed securities!

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How to diversify your portfolio with alternative investments in "hard assets"!

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About liquid accounts which can earn higher interest than CDs or bonds

To make a reservation for our workshop, please call 888-562-0138.

Wednesday, May 21, 2008 - 11:30 AM (with Lunch)
Newton Marriott

2345 Commonwealth, Ave. (Rt. 30)

Newton, MA

 

Wednesday, May 21, 2008 - 7:15 PM (with Desserts/Coffee)

Newton Marriott

2345 Commonwealth, Ave. (Rt. 30)

Newton, MA

To make a reservation for a workshop, please call 888-562-0138.
* Accredited Investors Only

bulletMr. Birnbaum is registered in all the New England States (MA, VT, NH, ME, CT, RI), Florida (FL), Colorado (CO) and California (CA). 
bulletTenant-in-Common and 1031 Real Estate Exchange investments are limited to accredited investors.  *An accredited investor is one who either:
bullethas a net worth of at least $1,000,000 or
bullethas income of at least $200,000 ($300,000 combined income if married) in each of the last two tax years with expectations to make that much in the current year. 
bulletAs with any real estate investment, there are various risks including, but not limited to: loss of principal, variations in occupancy which may negatively impact cash flow, illiquidity, and limits on management control of the property.
bulletSecurities are offered through: Advisory Group Equity Services, Ltd., Member FINRA/SIPC, 161 Ash Street, Suite D, Reading, MA 01867 (781) 942-5070 . Investment advisory services are offered through Trust Advisory Group, Ltd., a Registered Investment Advisor.

Copyright© 2005-2008 by Ronald D. Birnbaum.  All rights reserved.

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