Loading…
This event has ended. Visit the official site or create your own event on Sched.
Back To Schedule
Saturday, September 23 • 4:30pm - 5:20pm
Investing & Estate Planning for Practice Owners & Associates

Sign up or log in to save this to your schedule, view media, check-in, leave feedback and see who's attending!

Tweet Share
Feedback form is now closed.
Have you ever wondered how 'wealthy' people take advantage of what the tax code allows? In this presentation we will look at how to protect your assets while you grow them, in retirement and pass them along to your heirs with limited taxation.

We will share unique ideas on how to reduce your annual tax burden.

We will also discuss in detail how to pay zero taxes on your retirement savings. Zero.

This is a must attend presentation.
Speakers
avatar for Ethan Dawe

Ethan Dawe

Founder, Innovative Financial Solutions, LLC
Ethan Daweo 2004 – Present Owner of Innovative Financial Solutions, a financial and business consulting company, offering a full range of investment, consulting services and financial products.o 1994 BS - University of South Alabama - Business and Financeo 2009-2017 - Developed... Read More →

Sponsors
avatar for CVPM QUALIFIED

CVPM QUALIFIED

CVPM QUALIFIED

Saturday September 23, 2023 4:30pm - 5:20pm CDT
Room 213 AB
  PRACTICE MANAGEMENT/OFFICE PERSONNEL
  • CE Hours: 1
  • RACE Hours: 1