Financial Matters Wills & Trusts Virtual Presentation Kathleen DeMaria, Esq. Wednesday 9/16/2020 9:30 am or 6 PM Call Mainstay at 850-437-3127 to register for your choice of session.
Net Investable Assets:* (exclude your primary residence)$500K - $1M$1M - $3M$3M+How Did You Hear About Us?*RadioeBlastDirect MailReferral from a Friend/Family MemberTelevision/News Media AppearanceOnline Search (i.e. Google, Yahoo, Bing)Social MediaOtherMainstay Financial Group client?*YesNoAre You An Accredited Investor:*YesNo
*To be an accredited investor, an individual must have had earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years and “reasonably expects the same for the current year,” according to the SEC. Or, the individual must have a net worth of more than $1 million, either alone or together with a spouse.