ONE NIGHT ONLY!!! Come for an extraordinary LIVE VIP wine & cheese event, where we will discuss the the key issues impacting your financial security: The Biden Administration’s tax plans and the impact on your money today, your retirement assets tomorrow, and your family’s financial future Cryptocurrencies: Are they really a hustle? Goodbye 1031 Exchanges: …

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The SECURE Act: Learn how passage of the SECURE Act in December 2019 radically changed your family's future financial security.

With all of the current proposals in the Biden Administration to raise taxes in the future, the Roth might be your saving grace. Join us for a lively discussion about how the Roth works with real life examples that you can determine if a Roth should be in your future.

Wise investors need a way to benefit from the upside of the market while at the same time protecting themselves from the downside. During this discussion we will discuss how you can obtain up to 195% of the upside of the market—and absolutely zero downside!

Pres. Biden has introduced numerous tax proposals that could skyrocket taxes in America. Join us for discussion on the update of the latest proposals from the Biden Administration and how they may affect you and your family for decades to come.