What Are The Benefits From Attending An Event?
Build | Protect | Transfer
Real Estate Wealth
Imagine How Simple it Can Be With The Right Plan!
Join Us For An Event
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A PROGRAM FOR GIVING BACK AND PAYING IT FORWARD
We are grateful for the opportunity to give back to their community through volunteering, charitable donations, and acts of kindness, creating a ripple effect of positive change and impact.
April
Make Time to Plan Your Health Care Wishes Through End of Life
Imagine being able to advise emergency department staff on the wishes of your child, parent or friend. What if you had a guide on how to start the conversation? The Conversation Project was created to do just that. Whether you are 18 or 98, would you spend 30 minutes creating a health care plan so your wishes are being followed?
May
Help Us Save Lives
Did you know only 3% of people donate blood? If you could give one hour in a day, to give a pint of blood or donate your time, then you have can save three lives! Our goal is to find 25 people willing to help refill the American Red Cross blood supply. Will you be one of our 25?
Belief in Empowering Others through Education.
With the knowledge gained from attending a seminar, class or event, you develop a pocket full of tools to know your options and resources to make the best decisions for yourself and your family.
We understand “you don't know, what you don't know” and therefore we want you to have access to valuable information pertaining to Building, Protecting and Transferring Generational Wealth. We host a 6-part series focusing on Seniors and their families, Investing and Real Estate Planning throughout the month.
Here are the upcoming FREE events:
Moving Mom...Exploring Senior Living Options
I'm a Trustee...Now What?
Downsizing, Organizing & Decluttering
Your First Home, a Buyer Workshop
Planning for the Future and Beyond
1031 Exchange & Real Estate Planning
Why Trust Circle Partners?
Do you already know a Real Estate Agent? The answer for most people is Yes. Often there is a family member or close friend who has a real estate license, or even someone you have used in the past.
What we often see is people focusing on the current need to buy or sell their home, and missing out on how the purchase or sale fits into their long-term real estate goals and reacting later in life.
As a Keller Williams (KW) Real Estate planner, our approach to real estate is a bit different. While a Real Estate Agent will focus on the finishing the current transaction a Real Estate Planner helps ensure your current purchase or sale and future decisions you make throughout your lifetime help to achieve your long-term real estate goals.
You will be amazed how a conversation with a KW Certified Real Estate Planner can effect your ability to Build, Protect and Transfer Wealth through real estate.
Office:
16201 90th St NE, Suite #100
Otsego, MN 55330
Call
763.340.2002
Email:
Site:
www.CirclePartnersMN.com
Each office Independently owned and operated.
© Copyright 2024. Circle Partners. All rights reserved.