Now is the time to seek a valuable second opinion! Volatile economic times require close personal attention! Join us for a complimentary dinner as we discuss the following important topics:

• Do Alternative Investments have a place in my portfolio?
• Tax insights and strategies with today’s economy in mind
• Why is the endowment model important?
• Are you taxed on what you consume or what you earn?
• Can I retire early and how can I create more income in retirement?
• Do you know what your business is worth and how to position it as an asset?
• Protecting your hard-earned assets from lawsuits and market volatility.