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Latest Past Events

Kansas City Strategies Group

It’s time to round up 2020 with a Tax Update. There have been a myriad of individual, business and retirement plan tax law changes during the year. Come learn whether you’ve made the proper moves and whether there is anything you need to do prior to year-end to be properly positioned for 2021.

Baltimore Strategies Group – Back to Basics

This month, we’ll be discussing how Self-Directed IRAs can save you money and yield a wealth building dividend. Jack will put his CPA hat on and show you how Self-Directed IRAs could help lower your overall tax burden.

Northern Virginia Strategies Group – Back to Basics

This month, we’ll be discussing how Self-Directed IRAs can save you money and yield a wealth building dividend. Jack will put his CPA hat on and show you how Self-Directed IRAs could help lower your overall tax burden.