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
Empower yourself and your family with the latest in estate planning strategies and best practices
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.
Opens at 3:30pm – Seminar Begins at 4:00pm
Learn from Industry Panelists
President & CIO
Roach Associates CPAs & Consultants
Fafinski Mark & Johnson
MVP Service Solutions
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, 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!