South Jersey Real Estate Investors Association

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Wealth Building Fundamentals - Retirement Options for Real Estate Investors

with... Benjamin J. Ott

SJREIA members attend FREE -- visitors pay $20

Thursday, February 6, 2025 6:30 PM - 8:30 PM
Marcello's Trattoria
225 Bellevue Ave Hammonton, NJ 08037

Wealth Building Fundamentals (formerly Atlantic County Subgroup)  - 6:30pm
Location: Marcello's Trattoria - 225 Bellevue Ave, Hammonton, NJ
SJREIA Members attend FREE -- Visitors pay $20
Meeting the 1st Thursday every month
 

Retirement Options for Real Estate Investors

Quick message from presenter Ben Ott about this meeting>> CLICK HERE 

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Benjamin J. Ott, CFP® AAMS®, Wealth Manager

231 Fairview Avenue, Hammonton, NJ 08037 | p: 609-651-4620 | f: 609-613-5608 | e: Bott@kingsview.com | Kingsview Partners Wealth Management - www.kingsview.com

Diving into different account types, taxes, business structures to optimize taxation and retirement planning.  

  • Taxes holding you back
  • Ways to avoid or defer taxation
  • LLCs and other corporate structures
  • Account types available to the self employed and their benefits
  • 1031 exchanges

BIO - Ben is a graduate of Drexel University, where he obtained a degree in Mechanical Engineering while taking finance electives, playing baseball and dabbling in photography.

After graduation, Ben began his career as an engineer and a project and product manager in the field of plastics and diesel fuel filtration. It was while working as an engineer that he realized helping his coworkers choose and balance the investments in their retirement plans was far more rewarding than fuel filtration.

Soon thereafter he opened an office with Edward Jones, where he spent six years building a financial planning and investment management practice. His knack for numbers and scientific approach as an engineer are a natural fit for the financial planning process.

Today, Ben lives in Hammonton, New Jersey with his wife Dr. Laurie Lemons and four children Brayden-10, Alex-7, Evelyn-4, and Kyler-2. He currently operates his own independent financial planning and investment management practice through Kingsview Wealth Management. Obsessively ethical, Ben specializes in offering clients easy to understand yet comprehensive financial information. In his free time, Ben enjoys golf, working on projects around the house, green energy, and game nights with friends.


Time: 6:30pm to 8:30pm

Cost: Members attend free, visitors pay $20

LOCATION: Marcello's Trattoria - 225 Bellevue Ave, Hammonton, NJ 08037
Please RSVP so we can give the restaurant a good head count
Please plan on ordering something from the menu --- Thanks
!


Leader David Ingemi


Not a member currently?  Why not join as a monthly member for $20/month and enjoy all benefits of membership -- FREE meeting attendance for 30 days and participate in our members only online networking chat forum. AUTO-RENEWS until you cancel.

SJREIA Disclaimer

www.SJREIA.org  (South Jersey Real Estate Investors Association) does not give legal, tax, economic, or investment advice. SJREIA disclaims all liability for the action or inaction taken or not taken as a result of communications from or to its members, officers, directors, employees and contractors. Each person should consult their own counsel, accountant and other advisors as to legal, tax, economic, investment, and related matters concerning Real Estate and other investments.  more...


Members:
FREE for Members
Non-Members:
$20.00

Date:  Thursday, February 6, 2025
Time:  6:30 PM - 8:30 PM

Location:
Marcello's Trattoria
225 Bellevue Ave
Hammonton, NJ 08037

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SJREIA Disclaimer

www.SJREIA.org  (South Jersey Real Estate Investors Association) does not give legal, tax, economic, or investment advice. SJREIA disclaims all liability for the action or inaction taken or not taken as a result of communications from or to its members, officers, directors, employees and contractors. Each person should consult their own counsel, accountant and other advisors as to legal, tax, economic, investment, and related matters concerning Real Estate and other investments. 

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Disclaimer

www.SJREIA.org  (South Jersey Real Estate Investors Association) does not give legal, tax, economic, or investment advice. SJREIA disclaims all liability for the action or inaction taken or not taken as a result of communications from or to its members, officers, directors, employees and contractors. Each person should consult their own counsel, accountant and other advisors as to legal, tax, economic, investment, and related matters concerning Real Estate and other investments.   

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