In this session, you will learn from Joe Gaglio, founder and managing partner of Shepherd Wealth Group​, how he and his team leverage tax-centric advanced qualified plan design for businesses, high- and ultra-high net worth individuals. Their strategies are designed to help create, grow, and preserve generational wealth through multiple levels of tax arbitrage. In other words, the goal is to accumulate significant wealth in the most tax-friendly environment possible throughout life, while protecting that level of wealth so that it may pass on in the same efficient manner for those to come.

Join Zoom Meeting

https://zoom.us/j/92501990330?pwd=TURqTngzb0NCRndIZk9nT1ZnWTBNUT09​

Meeting ID: 925 0199 0330

Passcode: LAN2024

---

Or dial-in: 646.931.3860

Meeting ID: 925 0199 0330

Passcode: 3844046

Find your local number: https://zoom.us/u/aeFXTOLbA6​