Join us for our 7th Annual Cutting-Edge Financial Tactics Brunch Saturday, October 28 in Costa Mesa, CA with Keystone CPA, Exeter 1031 Exchange, uDirect IRA Services, and Barthcalderon Attorneys as we explore some of the biggest mistake investors make and how to avoid them.
“Sorry, you need to ask your CPA, attorney, and/or other expert?” It’s so frustrating! We know, you’ve got this burning question on an investment or the structure of a new entity and you’re forced to bounce between experts who don’t always agree. It drives us nuts too! Our 8th Annual Cutting-Edge Financial Tactics Breakfast Saturday, […]
This week's radio show hosts are both Bruce and Aaron Norris. I Survived Real Estate is next week, and typically within three or four weeks after that, they have the annual Financial Tactics Breakfast. This is the ninth year, which is very difficult to believe, and it has become more popular over time. They started […]
This week's radio show and video guest is Kaaren Hall alongside Bruce and Aaron Norris. Kaaren is the CEO of uDirect IRA Services, and she's also a board member at the Retirement Industry Trust Association. She's here today to fill us in on what you can and can't do with your retirement accounts at these interesting times. Kaaren will […]
