Reserve Your Seat Today

June 2nd

6:00 PM

104 S Main St.

Mooresville, NC 28115

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EXCLUSIVE PRIVATE DINNER

During this educational event, you will learn:

I. Investment Strategy: Defined Outcomes & Institutional Access

Most high-net-worth investors are still exposed to the full volatility of the market without adequate downside protection. We’ll introduce Defined Outcome Strategies designed to capture meaningful equity-like growth while providing certainty in adverse markets. We’ll be joined by Crystal Capital Partners, who will offer a firsthand look at institutional - grade hedge fund access typically reserved for the largest family offices and endowments.

II. Estate Planning & Tax Strategy: Structures That Change the Equation

There are two advanced planning structures that a large percentage of high-net-worth families are unaware of. We willdiscuss proprietary structures that may reduce household tax exposure and provide efficient generational wealth transfer.We’ll also cover how to implement tax-loss harvesting without limiting your portfolio’s growth potential.

Investment Advisory Services offered through Accurate Wealth Management, LLC an SEC Registered Investment Advisor. Insurance services offeredthrough Accurate Advisory Group, Inc. Securities offered through AAG Capital, Inc. Member FINRA/SIPC. Information presented is for educationalpurposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend tomake an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sureto consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.