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Financial Planning
VFO Services
Overview
Wealth Management
Tax Planning
Legal Services
Risk Mitigation
Business Advisory
Planning Process
Overview
Proactive Planning Platform
Virtual Family Office
Client Information Questionnaire (CIQ)
CIQ (Business Only)
Team
Advisory Services Team
Proactive Planning Team
Virtual Family Office
Events
Contact
Upcoming Events
AI & Bookkeeping – Exploring the Role of Artificial Intelligence in Modern Accounting
Monday, December 2nd | 12:00am CST
Navigating Complexities of College Planning
Monday, December 9th | 12:00am CST
Past Events
Stronger Together: Collaborate to Serve Your Clients Better
Thursday, November 7th | 12:00am CST
How Accountants Can Attract More Affluent Clients
Tuesday, October 15th | 12:00am CDT
Plan Better For the Exit of Your Business
Monday, October 7th | 12:00am CDT
Empower Your Clients with the Step Ladder Strategy: Maximize Tax Savings
Wednesday, October 2nd
11:00am
-
1:00pm CDT
Tax Efficient Investment Strategies: Maximizing Wealth Preservation Using Solar
Monday, September 23rd | 8:00am CDT
Risk Mitigation for the Successor Trustee
Wednesday, August 7th
11:00am
-
1:00pm CDT
Successful Business Owner Paying Too Much In Taxes
Friday, June 28th | 9:00am CDT
The Legacy-IRA
Wednesday, June 19th | 11:00am CDT
Successful Business Owner Paying Too Much In Taxes
Tuesday, May 7th | 9:00am CDT
The Virtual Family Office Client Experience
Monday, May 6th | 1:00pm CDT
The Virtual Family Office Client Experience
Wednesday, May 1st | 9:00am CDT
Enhance Your Business - Business Owner Benefit Plans and Employee Retention Plans
Friday, March 22nd | 11:00am CDT
Happy St. Patrick's Day!
Sunday, March 17th | 9:00am CDT
Stronger Together: Collaborate to Serve Your Clients Better
Friday, March 15th | 12:00am CDT
Reducing Costs and Boosting Profit: Discovering Expense Reduction Strategies
Thursday, March 14th | 11:00am CDT
How Accountants Can Attract More Affluent Clients
Wednesday, March 6th | 1:00pm CST
6 Key Aspects of Business Advice
Wednesday, February 21st | 12:00pm CST
6 Key Aspects of Business Advice
Tuesday, February 20th | 12:00pm CST
Depreciating Commercial Real Estate The Smart Way
Monday, February 12th | 11:00am CST
Charitable Gift Financing
Friday, January 5th | 1:00pm CST
Outsourced CFO Services – Why You Need Them
Thursday, January 4th | 12:00pm CST
AI & Bookkeeping – Exploring the Role of Artificial Intelligence in Modern Accounting
Wednesday, January 3rd
11:00am
-
1:00pm CST
The Appeal of the Virtual Family Office
Wednesday, December 13, 2023 | 10:00am CST
How Accountants Can Attract More Affluent Clients
Tuesday, December 12, 2023 | 10:00am CST
Stronger Together: Collaborate to Serve Your Clients Better
Thursday, December 7, 2023 | 10:00am CST
Disability Insurance - The Risks of Waiting
Wednesday, November 15, 2023 | 1:00pm CST
Stronger Together: Collaborate to Serve Your Clients Better
Wednesday, November 15, 2023 | 9:00am CST
6 Key Aspects of Business Advice
Thursday, November 2, 2023 | 11:00am CDT
Optimize Wealth by Investing in Clean Energy Assets
Wednesday, November 1, 2023
11:00am
-
1:00pm CDT