XPX Houston: Advanced Financial Planning Strategies (Members Only)

For real estate – location, location, location is key, however for exit planning – preparation, preparation, preparation is key.

To that end, we will be covering financial strategies that can not only affect check size at close but also reduce tax liabilities using advanced techniques and strategic alternatives which may be overlooked when owners are putting their financial affairs in order.

Our Speaker:

D. Vance Barse, CPWA®, AIF®
Wealth Strategist & Founder
Your Dedicated Fiduciary®

Vance Barse, CPWA®, AIF®, is a wealth strategist and founder of Your Dedicated Fiduciary®. For nearly a decade, Mr. Barse served as an investment consultant to leading private wealth teams nationwide at family offices, wire houses, and registered investment advisors. Vance saw first-hand that many advisors are often limited in their approach to advanced planning, often leaving clients underserved. Vance founded Your Dedicated Fiduciary® with a simple mission: to be authentic, transparent, and have a positive impact on the lives of clients. The firm dutifully serves roughly 60 families with a full range of exit planning, investment management, wealth preservation, estate planning, and tax minimization strategies that many advisers overlook.

Vance is a devout advocate of the fiduciary principle and views the client-advisor relationship as a long-term, trusting partnership. Not surprisingly, Mr. Barse and his clients often share similar lifestyle interests including family unity, health & well-being, music of various genres, and academia.

D. Vance Barse is an investment adviser representative with and offers advisory services through Commonwealth Financial Network®, a Registered Investment Adviser.

Agenda:

7:30 – 8:00 a.m. – Registration and Networking
8:00 – 9:00 a.m. – Breakfast and Programming

Includes breakfast and beverages. 

Registration Fee:

XPX Houston members are complimentary, however this is a member only event, no guests please.

Pre-registration online is a required for catering planning.