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

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 first hand 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 will discuss 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.

During this educational event, you will learn: