RISE Wealth Management & Planning is excited to invite you to an exclusive, invite-only event where we will dive into a strategy, we personally use to gain short-term liquidity without harming our long-term investments. This is your chance to learn firsthand how Financial Advisors, Real Estate Investors, Business Owners, and High Net Worth individuals invest and leverage their portfolios to help grow their investment portfolios.

Space is limited, please register early!

Date: July 10th, 2024
Time: 5:30 PM - 8:00 PM
Location: Goldman Sachs Bank. 222 S Main Street. Salt Lake City, UT.

Why Attend?

• Gain expert insights on the market from John Tousley with Goldman
  Sachs.
• Learn from Jeff Gray about how SBLOCs can provide financial
  flexibility and immediate liquidity.
• Understand how to leverage your investments to fund new
  opportunities and enhance returns.
• Network with other like-minded individuals in a private, exclusive
  setting.
• Get actionable tips and strategies to make your money work harder
  for you.

Event Agenda:

• 5:30 PM: Drinks and Hors d'oeuvres
• 6:00 PM: Introduction from RISE Wealth Management & Planning
  Team
• 6:05 PM: Market Update by John Tousley from Goldman Sachs
• 6:30 PM: Presentation on Security-Backed Lines of Credit (SBLOC) by Jeff Gray from Goldman Sachs

RSVP: As this is a private event, please confirm your attendance by July 4th. Contact Alexis Hall at RISE Wealth Management & Planning to secure your spot. Alexis can be reached via phone at 801-893-6798 or email Alexis.Allen@LPL.com. Space is limited, please register early!

We look forward to seeing you there!

RISE Wealth Management & Planning Team
Taylor Bottom, Benton Blake - Financial Advisors