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MASTERCLASS 2.0 BOGO

An access code will be sent to your email which can be passed along as a gift!

You will receive TWO EMAILS with separate access codes. Keep one and gift one or gift them both!

Within the access code emails, there is a link to redirect and apply your code to begin our Masterclass 2.0.

The cost of doing no retirement planning is high.

The cost of doing retirement planning wrong is high.

The cost of educating yourself to do the right thing is low.

What you will learn:

  • Understand what a financial, retirement and estate plan are. 
  • Determine next steps to build a solid plan.
  • Learn how to properly protect your loved ones. 
  • Strategies to minimize taxes. 
  • Tips and tricks to maximize your wealth at each life stage
  • What investment accounts to use.

 

What People Are Saying:

Adam and his team are top notch. Excellent communication and thorough advice. Always keeping up to date with the latest in the financial industry. Definitely recommend.

Ryan

We have really benefitted from the knowledge and support offered by Adam and the team at Parallel Wealth. Adam has helped us with insurance, personal investment strategies, and saving for retirement.

Steven & Jennifer

We have been dealing with Adam for years. He is reliable, honest and professional. We would not hesitate recommending him to others. Thanks for all the hard work and advise over the years Adam!

Mike & Leslie