Cutting-Edge Financial Tactics Brunch 2017

"Sorry, you need to ask your CPA, attorney, and/or other experts?” It’s so frustrating!

We’ve all had it happen and that why we created something very unique for our 7th Annual Cutting-Edge Financial Tactics Brunch Saturday, October 28 in Costa Mesa, CA. Below you will find our speakers' contact information and their presentations as they cover topics like: 

  • The fiduciary rule and self-direct investing and how this might limit your ability to invest in 2018 
  • What asset protection really means and horror stories you won’t want to repeat
  • The three major mistakes investors make with IRA investing and how to avoid them
  • Horror stories on 1031 exchanges gone wrong and how they can easily be avoided
  • Ideas for investors in quadrant four and preparing your portfolio for recession
  • And much more (of course)

Our Team of Pros

Bruce Norris with The Norris Group

Bruce Norris
President, The Norris Group

The Norris Group
www.thenorrisgorup.com
951-780-5856

pdf.gif Bruce's Presentation

Bill Exeter

Bill Exeter
Exeter 1031 Exchange Services, LLC 

Contact: Exeter 1031 Exchange
www.exeter1031.com
(619) 239-3091

pdf.gif Bill's Presentation

 

Kaaren Hall with uDirect IRA Services

Kaaren Hall
President, uDirect IRA Services

uDirect IRA Services
(866) 447-6598
udirectira.com

pdf.gif Kaaren's Presentation

Keystone CPA

Amanda Han & Matt MacFarland
Keystone CPA

Keystone CPA
www.keystonecpa.com
(877) 975-0975

pdf.gif Keystone's Presentation

Harry BarthHarry M. Barth, J.D., MBA, MSFS
BarthCalderon Attorneys

BarthCalderon Attorneys
714-704-4828
www.barthattorneys.com

 
 
 
 
The Norris Group Better Business Bureau rating

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