Loading Events

Date & Times

November 14 @ 8:30 am - 12:30 pm

VENUE:


ORGANIZER:

The Norris Group

Cutting-Edge Financial Tactics Breakfast 2020

Date: November 14 @ 8:30 am - 12:30 pm
Summary:

Join us for our 10th Annual Cutting-Edge Financial Tactics Breakfast on Saturday, November 14th. Our virtual session will feature Keystone CPA, Asset Preservation Inc, uDirect IRA Services, and Barthcalderon Attorneys as we explore post-election topics you can’t afford to miss.

Details

The 2020 elections could mean big things for real estate and finance. The team is back for our very first post-election Financial Tactics Brunch. Now in our 10th year, this event focuses on questions regarding entities, retirement investing, estate planning, and trends in real estate that will impact our work.

Our 10th Annual Cutting-Edge Financial Tactics Breakfast is Saturday, November 14. This year, we will be virtual but live. This allows even more people to participate from the comfort of their homes.

Six experts will tackle the most frequently asked questions of 2020. Then, we’ll take a deep dive into audience questions and more advanced topics. Topics will include:

  • Updates on migration trends and the Covid real estate market
  • Interest rates and ongoing support to the real estate market
  • Self-directed IRA investments rule changes
  • 1031 exchange structures, strategies, and post-election strategies (depending on who wins)
  • Recession-proofing your real estate portfolio
  • Covid-related tax law changes and what it means for investors
  • And much more (of course)

 

$25 per ticket

 

VIP Subscribers, please see email for a special offer on this event.

Contacts:

Bruce Norris 
The Norris Group
www.thenorrisgorup.com
951-780-5856

Dino Champaign
Vice President | Division Manager
Asset Preservation, Inc.
O (866) 857.1031 | C (310) 508.7367 | F (562) 684.0382
apiexchange.com
(800) 282.1031

Kaaren Hall
President, uDirect IRA Services
uDirect IRA Services
(866) 447-6598
udirectira.com

Keystone CPA
Amanda Han & Matt MacFarland
Keystone CPA
Keystone CPA
www.keystonecpa.com
(877) 975-0975

Harry BarthHarry M. Barth, J.D., MBA, MSFS
BarthCalderon Attorneys
BarthCalderon Attorneys
714-704-4828
www.barthattorneys.com

Details

Date:
November 14
Time:
8:30 am - 12:30 pm
Event Category:
Website:
http://bit.ly/tactics2020

Organizer

The Norris Group
Phone:
951-780-5856
Email:
joey@thenorrisgroup.com
Website:
https://www.thenorrisgroup.com
Scroll to Top