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Wealth Building Series 2024
Keller Williams Wilmington
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Wealth Building Series 2024

Building Foundations I: Setting your vision, goals, and business planning
Hosted by Michele McBride and Erica Wolfe
April 16th, 2024 at 1:30pm in PERSON only
1521 Concord Pike, Wilmington, DE

Business Foundations II: Setting up an LLC, Operating Agreement, Tax Deductions, Bank Accounts, EIN, Tax Planning
Hosted by Michele McBride and Erica Wolfe with special guest Dana Wattay, CPA
April 23rd, 2024 at 1:30pm via ZOOM

Learning ROI: Budgets and P&L
Hosted by Michele McBride and Erica Wolfe
April 30th, 2024 at 1:30pm via ZOOM

Wealth Building: Rentals, Investment Vehicles, 1031s, Rental Property/Flipping Protection
Hosted by Michele McBride and Erica Wolfe with special guest Matt Fish
May 7th, 2024 at 1:30pm via ZOOM

Wealth Protection: Estate Planning, Trust, Wills, 401k, Financial Advisors
Hosted by Michele McBride and Erica Wolfe with special guests Ryan Davis and David Ballen, financial advisors

Wealth Mastermind: Open forum + fun!
Hosted by Michele McBride and Erica Wolfe
May 21st at 1:30PM in PERSON only
276 Dilworthtown Road, West Chester, PA

To get the full benefit of the series, you should attend ALL six classes! By signing up here, you are signing up for the full series. Zoom links will be sent to all participants and be available in the training calendar.


Keller Williams Wilmington

Timezone: America/Los_Angeles
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