This complimentary 2 1/2 hour workshop is designed to help our Dental and Medical Professional clients understand more about the fundamental basics of investing, both in stocks/real estate as well as a professional practice.
Accelerating Wealth Series 3
This session is designed to give practical advice for Dental/Medical professionals planning on buying a practice.
Topics covered will include:
- First Steps to Financing a Practice
- Investing Options
- Tax Reduction Strategies once Incorporated
Date: Sunday June 2nd, 2019 9:00 am – 11:30am
2490 Birch Street (at W. Broadway)
This is a client only event but clients are welcome to invite a guest colleague if they are interested in learning more about becoming a client of Latitude West Financial.
As space is limited, be sure to register early to ensure your seat.
There is a 1 week cancellation policy. To cancel a registration, please email us at firstname.lastname@example.org