WHEN: June 15th at 6:00pm and June 17th at 6:00pm
Avoid being stuck in a Tax Trap! Join Brian Levy, founder of BML Wealth Management for his new FREE educational webinar and learn how to best strategize against:
- Hidden Costs
- Social Security Taxes
- Medicare Costs
- Capital Gains Taxes
- Retirement Account Taxes
- Real Estate Taxes
We’ll also share effective financial strategies designed to help you create a dependable income stream in retirement.
About Our Presenter:
Brian Levy – Founder
As the founder of BML Wealth Management, Brian Levy works each day to ensure his clients feel comfortable and confident as they plan for their retirement future.
When Brian chose to work for a boutique wealth management firm instead of a large financial firm, Brian’s parents never failed to support his decisions — even when they weren’t easy to make. They always had his best interest at heart, not their own.
It’s that same support that Brian shows his clients at BML Wealth Management. Whether clients are in need of asset protection strategies, long-term care, inheritance planning or an IRA rollover — or anything in between — Brian is there, ready to support them to make the best decisions for their future.
Brian is an Investment Advisor Representative, has passed the Series 66 securities exam, and is licensed in life and health insurance in California, allowing him to plan comprehensively for clients and act as a fiduciary. He also has a bachelor’s degree in Business Economics from the University of California, Santa Barbara.
In his free time, Brian loves to spend time with his wife, Ruth — his childhood sweetheart — their two daughters, Malina and Leila, and their son Sam. To this day, his mother is one of Brian’s biggest inspirations. When he’s not with family, Brian can be found cheering on his favorite team: the Los Angeles Clippers.
California Insurance License #0E50344
About Our Presenter:
Brian Levy – Founder
As the founder of BML Wealth Management, Brian Levy works each day to ensure his clients feel comfortable and confident as they plan for their retirement future.
When Brian chose to work for a boutique wealth management firm instead of a large financial firm, Brian’s parents never failed to support his decisions — even when they weren’t easy to make. They always had his best interest at heart, not their own.
It’s that same support that Brian shows his clients at BML Wealth Management. Whether clients are in need of asset protection strategies, long-term care, inheritance planning or an IRA rollover — or anything in between — Brian is there, ready to support them to make the best decisions for their future.
Brian is an Investment Advisor Representative, has passed the Series 66 securities exam, and is licensed in life and health insurance in California, allowing him to plan comprehensively for clients and act as a fiduciary. He also has a bachelor’s degree in Business Economics from the University of California, Santa Barbara.
In his free time, Brian loves to spend time with his wife, Ruth — his childhood sweetheart — their two daughters, Malina and Leila, and their son Sam. To this day, his mother is one of Brian’s biggest inspirations. When he’s not with family, Brian can be found cheering on his favorite team: the Los Angeles Clippers.
California Insurance License #0E50344