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In The Community

BluePrint Wealth Alliance has a strong commitment to the ongoing education of our advisors, our clients, and the community. It is this passion that drives us to continuously deliver the financial ideas, concepts, and strategies that we believe everyone should have the opportunity to learn. Through gaining knowledge, we believe everyone is given the ability to evaluate which items could be impactful to themselves or someone else.

Feb 2019

BluePrint Wealth Alliance Educational Seminar- Tax Update

  • February 7, 2019
  • Garden City, NY
  • 7:00 pm - 9:00 pm

Join us on Thursday, February 7th as we discuss important tax updates. During this workshop, we will aim to answer some of your most pressing questions, and provide some insight for what to expect for 2019! RSVP today!

 

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Mar 2019

10 STEPS TO LOWER TAXES IN RETIREMENT

  • March 19, 2019
  • Garden City, NY
  • 7:00 pm

Not food…not a mortgage…not even the cost of health care…but taxes! For many people, taxes will be the single biggest expense in retirement. Unfortunately, navigating the tax code can be tricky –they don’t call it the “code” for nothing, after all–but by utilizing the right techniques and strategies, there’s a good chance that you can meaningfully lower your tax expense in retirement. In this course you will learn about 10 powerful strategies that can help you reduce your tax bill so that you can enjoy more of your hard-earned money doing the things you enjoy
the most with the people who matter most.

TO REGISTER, CLICK HERE

 

SAVVY IRA PLANNING

  • March 26, 2019
  • Garden City, NY
  • 7:00 pm

Many people have a plan for accumulating money before retirement, but far too often that’s where the planning stops. The reality is that a sound distribution strategy – in other words, a plan for taking money out of your retirement accounts – is also extremely important.

In this course, you will learn some of the key IRA rules, how to avoid some of the biggest IRA mistakes, and some savvy planning strategies that can help you keep more money in your pockets during retirement.

TO REGISTER, CLICK HERE

 

Apr 2019

10 WAYS TO LOWER YOUR INVESTMENT RISK

  • April 23, 2019
  • Garden City, NY
  • 7:00 pm - 9:00 pm

Find Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA, BluePrint’s own CEO and Director of Financial Planning in the community! Jeffrey will be leading this class at Nassau Community College. Please find the details below:

With memories of the Financial Crisis of 2007-2008 still fresh in their mind, many retirees and other investors are seeking ways of protecting their nest egg from the next major market Downturn. Thankfully, by incorporating a variety of strategies into their planning, savers can significantly minimize exposure to a variety of potentially damaging risks. In this course, you will learn 10 key concepts used by professional investors, money managers, and other financial professionals to reduce risk. The course is appropriate for investors of all ages and of varying levels of risk. Take away knowledge that is actionable, easy to implement, and relevant in today’s market landscape.

TO REGISTER, CLICK HERE

 
Disclosure: The commentary provided on this website or at any event reflects the personal opinions, viewpoints and analyses of the BluePrint Wealth Alliance, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by BluePrint Wealth Alliance, LLC or performance returns of any BluePrint Wealth Alliance, LLC Investments client. The views are subject to change at any time without notice. Our topics or speaking engagements are not to constitute investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. BluePrint Wealth Alliance, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

The information provided here whereas an advisor or employee of BluePrint Wealth Alliance, LLC will be instructing, hosting, or speaking is for your convenience only. Such information may be for events which are sponsored or provided by an outside institution, entity, or organization, and generally may not be an event sponsored nor hosted by BluePrint Wealth Alliance, LLC. Any required registration may have to be done with an outside party, and BluePrint Wealth Alliance, LLC does not assume responsibility or involvement in registration, payment, or refunds. BluePrint Wealth Alliance, LLC is not responsible for errors or omissions in the material of third parties, and does not necessarily approve of or endorse the information provided at the event which our advisors or employees are not responsible for distributing.

BluePrint Wealth Alliance, LLC is independently owned and operated. Any outside entity, institution, or organization reflected on this site does not endorse nor recommend BluePrint Wealth Alliance, LLC, nor does any entity, institution, or organization endorse or recommend any investment strategy provided by any advisor of BluePrint Wealth Alliance, LLC.