Pitch, Promote, & Prosper
Join like-minded investors where you will have the unique opportunity to network, pitch, and promote some of your haves and wants. All are welcome and are encouraged to present topics for discussion to the group. Read More
Webinar – The Impact of the CARES Act on Your 2020 Taxes
Learn how to take advantage of the CARES Act legislation for your retirement savings strategies and 2020 tax planning. Read More
Webinar – Roth IRA Conversions = Tax Savings
The Roth conversion deadline is 12/31. Learn how you can save money on your taxes by executing this strategy prior to the deadline. Read More
Webinar – Learn How to Invest in Startups & Private Equity with Your Retirement Funds
Investing in startups and private equity can be great ways to create wealth—especially if you can get in on the ground floor—but most people have more questions than answers. Saxon Baum of Florida Funders explains how to invest in startups and how companies like Florida Funders find … Read More
Webinar – HSAs – Protect Your Health While Building Wealth
With open enrollment right around the corner and COVID-19 still present in our lives, understanding your healthcare options is more important than ever. Alex Perny explains how your can protect your health while building wealth. Read More
Webinar – Mailbox Money for Your IRA
Alex Perny shares a variety of strategies our clients have used to earn mailbox money, also known as passive income, in their IRAs. If 'More Money' with 'Less Effort' appeals to you, tune in to this Webinar. Read More
Webinar – Solo 401(k)—Save Thousands on Your Taxes While Adding Thousands to Your Retirement Account
If you own a small business, are self-employed, or have a side gig, find out if the Solo 401(k) is the right retirement account for you and how it can help you save on your taxes while building your nest egg. Read More
Webinar – Is Now the Right Time to Invest in Gold & Other Precious Metals?
Learn how investing in tangible assets like gold, silver, platinum, and even palladium can provide stability from inflation and the ups and downs of the stock market. Read More
Webinar – The Power of Checkbook Control IRAs!
With over 20 years combined experience and expertise, Scott Maurer and Alex Perny will explain how checkbook IRAs are structured, what benefits they offer, how to use an LLC or trust for checkbook control in a self-directed IRA, and much more. Read More
Webinar – Improving Your Rental’s Value to Work From Home Tenants
IT specialist, Joe Shapiro, shares ways you can make your rental property more appealing to the growing work from home workforce. Read More
