Our Small Group Workshops give individuals more opportunities to ask questions, and generally cover more in-depth topics than our larger Taxes & Retirement Workshops. With Small Group Workshops, we will extensively speak about strategies available to you, current market information, and more! Our speakers will include a range of attorneys, CPAs, and Wealth Advisors.
Some of the topics we’ll cover are:
- How to increase your retirement income
- Do’s and Don’ts of a MAP Trust
- Taxation & Investment Strategies
- Inflation & Rising Interest Rates (how they affect your retirement and how to stop it)
A RSVP is required to attend as seating is limited.
We look forward to meeting you at our event.
Discussion
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