Join us for our 9th Annual Cutting-Edge Financial Tactics Breakfast on Saturday, October 19 in Costa Mesa, CA with Keystone CPA, Asset Preservation Inc, uDirect IRA Services, and Barthcalderon Attorneys as we explore some of the biggest mistake investors make and how to avoid them.
October 19 @ 8:30 am
A market researcher, CPA, and attorney walk into a bar…
For some, it sounds like the start of a silly joke. For those with questions on entities, retirement investing, estate planning questions, or entrepreneurs trying to figure out how to structure deals, it’s a dream come true!
Our 9th Annual Cutting-Edge Financial Tactics Breakfast is Saturday, October 19 in Costa Mesa, CA.
Six experts will tackle the most frequently asked questions of 2019 and any major updates you need to know. Then, we’ll take a deep dive into audience questions and more advanced topics. Topics will include:
Please see last year’s event on Amazon Prime. We will not have time to cover basic topics! These pros will make time for more questions this year. Great food, awesome networking, and incredible content. You won’t want to miss it!
$49 Single/$75 Double
VIP Subscribers, please see email for a special offer on this event.
The Norris Group
Vice President | Division Manager
Asset Preservation, Inc.
O (866) 857.1031 | C (310) 508.7367 | F (562) 684.0382
President, uDirect IRA Services
uDirect IRA Services
Amanda Han & Matt MacFarland
Harry BarthHarry M. Barth, J.D., MBA, MSFS