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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.

Oct 2018

10 WAYS TO LOWER TAXES IN RETIREMENT

  • October 30, 2018
  • 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:

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

 

Dec 2018

SAVVY IRA PLANNING

  • December 20, 2018
  • 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:

SAVVY IRA PLANNING (CE9 584 A1). A lot of people have a plan for accumulating money for 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 by putting less in Uncle Sam’s.

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.