Come for an extraordinary LIVE VIP luncheon, where we will discuss the the key issues impacting your financial security:
– The Biden Administration’s tax plans and the impact on your money today, your retirement assets tomorrow, and your family’s financial future
– Cryptocurrencies: Are they really a hustle?
– Goodbye 1031 Exchanges: How this will impact the value of properties you own
– The New Rules governing retirement in 2021 and beyond that could cost your family a fortune
– Investing Today: “Always Winning, Never Losing”
– The Stock Market: What to worry about now?
– How to REDUCE investment RISK while still enjoying the UPSIDE of market RETURNS
– How the SECURE Act makes you and your children vulnerable to losing your assets and what to do about it
– 5 ways to reduce future tax burden

Koshy George, CPA and President of America’s Tax Solutions will be hosting this event at Maggiano’s at Santana Row, with special guests Barry Bulakites, President and Chief Strategist of Table Bay Financial Network and Jeff Campbell, SVP and Chief Distribution Officer of Table Bay Financial Network.

NOTE: There are 2 other times/locations for this event.