Join us for the July FVAA Monthly Members Meeting!
Are Painful Taxes Keeping You From Selling Your Real Estate?
- Real Estate Exit Tax Strategies -
Tuesday, July 8, 2025 Registration / Networking & Light Food: 6:15 PM Meeting Start: 7:00 PM Location: Holidays Pub & Grill 1395 American Dr. Neenah, WI 54956
Guest Speaker:
George Heathcote - Founder & Financial Advisor at Shepherd Financial Advisors
"I am passionate about helping people with their finances. I think the lack of financial education and the deception it leads to, fuels me to bring knowledge and clarity to my clients. The positive impact I have on people's overall situation is very fulfilling to me."
I was born in Madison and graduated with a Bachelor of Science in Economics from UW Madison and an MBA from Edgewood College. I have always worked in Madison, and am passionate about serving my clients. I enjoy solving their concerns, meeting their needs, and fighting on their behalf. Being client focused drove my early corporate career. However, as I achieved higher levels in my company, championing the cause of my clients rather than the stockholders often ran into challenges. This led to me to leave and start my own firm. This gives me the freedom to serve and treat people with the attention and care they deserve. Where they are what’s most important. I look forward to serving you enthusiastically, providing my highest value."
Please click on the link below to be taken to Shepherd Financial Advisors website:
Shepherd Financial Advisors
Recurring Monthly Meeting Topics:
