Thursday, October 10 at 4:00pm
The Westin Edina Galleria - Edina, MN

Don’t Miss the 4 Tax Strategies & Investment Secrets that Put You in the Power Position - You’ll Learn How to:

1

Understand the effects of new tax law and how to maximize earnings while minimizing tax impact

 

2

Gain greater ownership of your financial future through the latest in holistic wealth management

 

3

Empower yourself and your family with the latest in estate planning strategies and best practices

 

4

Protect yourself, your loved-ones and your legacy from potential harm with the appropriate coverage

Viewing your financial outlook from a holistic perspective is critical to achieving your goals. Our panel will show you the strength and secrets of having them work in concert with each other. From accounting and estate planning to investment management and insurance, our panel will give you the inside track on how you can benefit from a holistic approach and take greater ownership of your future.

Presented by:

Participating Firms:

Opens at 3:30pm – Seminar Begins at 4:00pm

Learn from Industry Panelists

Mark Pearson

Mark Pearson

President & CIO

Nepsis, Inc.
 

Nikki Rohloff

Nikki Rohloff

Partner

Roach Associates CPAs & Consultants

Nicole Flaherty

Nicole Flaherty

Associate

Fafinski Mark & Johnson

Chris Steffl

Chris Steffl

Owner

MVP Service Solutions
 

Chuck Etzweiler

Chuck Etzweiler

Chief Research Officer

Nepsis, Inc.
 

Mark is responsible for the firm’s strategic vision, research and trading decisions. His experience in the hi-tech and financial services industry dates back to 1986 and since then, his fervid passion for portfolio management compelled him to develop the unique back-to-basics investment philosophy. Mark will be sharing his investment management tactics and insights on ways to maximize your portfolio and new holistic financial approach strategies.
Committing to consistently have one on one interactions with clients in order to help reach their goals, Nikki is dedicated to ensuring her clients’ financial success. By caring about clients on a personal level while bringing structure and solutions to issues, she has been able to help countless business owners continue to be passionate and successful at what they do. Nikki is an expert accountant and will be sharing vital financial strategy that will help minimize tax damage across the board and discuss how to leverage wealth into a dream retirement.

*Nepsis, Inc. and Roach Associates CPAs & Consultants are unaffiliated businesses and do not share revenue.

Nicole Flaherty, an Associate in FMJ’s Trusts & Estates practice group, handles a variety of estate planning, business succession planning, and estate and trust administration matters. With her extensive experience as an attorney for estate planning, her expertise and insight will shed light on the complicated nature.
Christopher Steffl, a founder of MVP Service Solutions, primarily focuses on helping advisors grow their book of business through training and education programs. Utilizing his experience in combination with his background in finances, Chris will provide attendees with the knowledge they need to know how to appropriately prepare themselves, loved ones and legacies from potential harm.

*Nepsis, Inc. and MVP Service Solutions are unaffiliated businesses and do not share revenue

With more than twenty-five years of investment industry experience, Chuck directs the on-going research efforts of Nepsis, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner. With his extensive experience and financial perceptiveness, Chuck is the ideal moderator to lead our panel discussion!

Achieving the power position isn’t an easy endeavor – but our panel will show you how. Our seminar is designed to teach investors how to maximize their earning potential, minimize their tax impact and invest and plan like a business owner.

*Nepsis, Inc., Roach Associates CPAs & Consultants, Fafinski Mark & Johnson, and MVP Service Solutions are unaffiliated businesses and do not share revenue.

Hors d'oeuvre & Refreshments Mixer Immediately Following

The road to taking greater ownership of your financial outlook is the only one we want you on, so let us make the path to attending easier to navigate – here are directions to our venue!

Where: The Westin Edina Galleria

3201 Galleria
Edina, MN 55435

When: October 10

Starts at 4pm - Doors open at 3:30pm

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Introduction to Mark Pearson – Nepsis

Mark has come along way since his early beginnings in the financial services industry in 1986, where he realized that he still had a lot to learn about managing money. After graduating from college, he found himself involved in the technology sector.

Why Invest With Clarity®

In this podcast Mark Pearson of Nepsis shares his passion for Investing and walks us through the Invest With Clarity® philosophy. Mark shares how he and his team, help Investors gain greater clarity in their own investments.

The Causes of Terrible DIY Performance

When it comes to Investing With Clarity®, we have done our research and, in turn, have created a unique approach to Investing With Clarity®.

 

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