Post Mortgage Financial Planning Spring 2021 (EXCLUSIVE for Level Up Mortgages Community - Q1 2021)

Level Up Insiders who have gotten a mortgage with us get another private seminar to level up their finances and mindset in their post-mortgage life! COVID-19 brought mortgage rates to all-time lows but now with fixed rates going up, stock markets cooling off, and your savings account needing to be rebuilt...how do you optimize mortgage life? Join Financial Advisor guest speaker, Brent Davis, and Paul as we offer a 45-minute webinar on mortgage management, building back up your finances, and protecting your newly acquired asset. Topics Covered: - Stick with variable rates or lock into fixed? - Being smart with HELOC’s and saving on taxes with the Smith Maneuver - How to build a well diversified financial plan - Wealth building strategies to optimize your wealth up to 4.5X - The best defence is a good offence: Protect your wealth while you build it - Tips & tricks to re-build wealth Who is Brent Davis? https://www.linkedin.com/in/brent-davis/ Who really is Paul Davidescu...https://www.linkedin.com/in/pauldavidescu/