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Real Estate Investing Panel

  • The Montgomery County Foundation 4 Sentry Parkway East, Suite 302 Blue Bell, PA 19422 (map)

Real Estate can be a valuable component to an asset allocation, but there are important things to know first.

Join our expert panel as they cover the opportunities available, tax do's and don't's, and the risks and rewards of this popular strategy.

Our special guest panel: 

Jen Fields, CPA
Tax Team Leader
Fortis Wealth, King of Prussia, PA

Joan Kofsky
Location Manager | Mortgage Advisor 
Finance of America, Wayne, PA

Kelly Steyn
REALTOR® SRES, GREEN
Keller Williams Real Estate, Blue Bell, PA