Don’t Miss the 4 Tax Strategies & Investment Secrets that Put You in the Power Position - You’ll Learn How to:
Understand the effects of new tax law and how to maximize earnings while minimizing tax impact
Gain greater ownership of your financial future through the latest in holistic wealth management
Equip yourself with options to transition from pure wealth accumulation to a retirement on your terms
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. We’ve assembled the best and brightest in the industry to show you the strength and secrets of having them work in concert. From accounting and financial planning to investment management and insurance, our panel of industry leaders will give you the inside track on how you can benefit from a holistic approach and take greater ownership of your future.
Opens at 3:30pm – Seminar Begins at 4:00pm
Learn from Industry Leaders
President & CIO,
Roach Associates CPAs & Consultants
Innovative Income Strategies, LLC
MVP Service Soutions
Chief Research Officer,
*Nepsis, Inc. and Roach Associates CPAs & Consultants are unaffiliated businesses and do not share revenue.
*Nepsis, Inc. and MVP Service Solutions are unaffiliated businesses and do not share revenue
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, 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: Hotel Ivy
201 S 11th Street
Minneapolis, MN 55403
When: August 1
Starts at 4pm - Doors open at 3:30pm