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Rebecca Walser – Wealth Unbroken Lunch & Learn
June 11, 2019 @ 10:30 am - 12:30 pm
GPAgency has the distinct privilege of hosting nationally recognized tax attorney and finance expert, Rebecca Walser, JD, LLM, CFP®, for a truly unforgettable Lunch & Learn:
Rebecca is a multi-year MDRT Top of the Table life producer and bestselling author of Wealth Unbroken. She and her team have just released the Wealth Unbroken Advisor Initiative. At this upcoming event, she will unveil how this program can impact your practice with tangible results by maximizing client wealth while minimizing their lifetime tax.
Rebecca is an engaging presenter and we are fortunate to be a stop on her nationwide tour. Don’t miss this opportunity to benefit from her knowledge and learn more about the WUAI, which is based on years of experience and successful outcomes.
MORE ABOUT REBECCA WALSER
Rebecca graduated top of her class with an undergraduate degree in Business Finance. She graduated with honors from the University of Florida with her Juris Doctor degree in Law. She then went on to graduate from the highest ranked TAX LAW program in the US – earning her advanced law degree in Taxation from NYU- New York University.
She worked in Finance for over a decade with PricewaterhouseCoopers and the global network division of IBM & AT&T. She practiced tax law exclusively and then opened her own tax and wealth management advisory – Walser Wealth Management. She is a multi-year MDRT Top of the Table, a Forum 400 member, a 2018 Investopedia Top 100 US Advisor, a multi-year Inner Circle qualifier, an Executive Council qualifier, a multi-year George B. Pearson’s Gold Award recipient, a First Year Leader Gold recipient, on the Field Advisory Board – PGA Subcommittee, and a NAFIA member.
She is the bestselling author of Wealth Unbroken and is frequently featured in national media including the Wall Street Journal, Business Insider, Investors Business Daily, CNBC, Yahoo Finance, US News & World Report, Money, Cheddar, Fox News and Fox Business, where she has a weekly column.
This is a complimentary program. Seating will be limited so be sure to RSVP early: Melinda@gpagency.com
- June 11, 2019
10:30 am - 12:30 pm