What we're about

A group for established investors looking to learn advanced tax & investment strategies within their portfolio. Each session we discuss and educate attendees on how to:

- Add value to your financial plan - Protect your Capital through volatile markets

- Introduce Strategies that Compliment your accountants work to further minimize your taxes

- Provide you with risk management strategies to protect your capital during market downturns.

Past events (2)

Retirement Planning In a 0% Interest Rate World

Rogue's Restaraunt

Complimentary Breakfast Seminar


Photos (4)