GET NOTIFIED OF FUTURE SEMINAR DATES
If you’d like to be notified of future seminars, complete the form below. We’ll add you to our email list and notify you when we schedule additional seminar dates.
When was the last time your accountant or financial advisor sat down with you and gave you some great future tax planning advice? If you said, “That’s never happened!” then you must attend our educational event filled with tax-saving ideas and strategies that could help you shrink your tax bill.
What You’re Going To Learn
John practiced law in the areas of finance and securities and consulted with many companies going through the public offering process. As a result, he learned how the ultra wealthy really invest their money, which is the opposite of what most people do today. John began a wealth management company where he helps retirees live a stress- and anxiety-free retirement by using the same rules the ultra wealthy use to grow and preserve their money.
As a part of an elite group of advisors, clients and advisors turn to Brian for his in-depth knowledge of retirement planning. Featured in Fortune, Money and Fox Business, Brian has a passion for educating and helping people set up solid plans for a happy retirement.
After spending over 5 years educating others to trade stocks, options, futures and Foreign Exchange markets, Raymond enjoys making complex financial concepts easy to understand, including how to utilize today’s financial tools in retirement. Raymond earned his Finance degree from the University of Colorado and is a Series 65 Investment Advisor Representative, as well as holding his Life and Health licenses.
HAVE A QUESTION? NEED ASSISTANCE?
FEEL FREE TO CONTACT US