OUR NEWS

Oct 27, 2018

Cutting-Edge Financial Tactics Breakfast 2018

“Sorry, you need to ask your CPA, attorney, and/or other expert?” It’s so frustrating! We know, you’ve got this burning question on an investment or the structure of a new entity and you’re forced to bounce between experts who don’t always agree. It drives us nuts too! Our 8th Annual

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Oct 28, 2017

SOLD OUT: Cutting-Edge Financial Tactics Brunch 2017

Join us for our 7th Annual Cutting-Edge Financial Tactics Brunch Saturday, October 28 in Costa Mesa, CA with Keystone CPA, Exeter 1031 Exchange, uDirect IRA Services, and Barthcalderon Attorneys as we explore some of the biggest mistake investors make and how to avoid them.

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