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EVENT TOPICS

  • Your Business Transformation Journey -
    Broken down into Three Easy to Understand Sections!
  • Structure

    • Establishing an Emergency Fund
    • Proven Get Out of Debt Strategies
    • Building a Board of Directors
    • Developing Strategic Plans for Business
    • S-Corps, LLCs and YOUR business structure
    • Multi-Entity and Complex structure options
  • TAX SAVINGS

    • Top 10 Year-End Tax Strategies!
    • Understand the new Tax Cuts & Jobs Act
    • New Auto Deduction Strategies for 2019
    • Paying kids under new 2019 limits
    • State tax savings strategies
    • Home office, electronics, equipment write-offs
  • WEALTH

    • Where to invest your business profits
    • Why Rental Real Estate & Where to buy
    • Where to have Wall Street in your equation
    • Retirement account choices
    • Social Security Strategic Planning
    • Self-Directing - How & What



EVENT SCHEDULE

Growing Your Business

9:00 - 10:30am
  • 10 Year Plan
  • Purpose of the Business Plan
  • Marketing Plan
  • Board of Advisors
  • Systemizing the Business

Legal Structuring

10:45 - 12:15pm
  • Asset Protection
  • Estate Plan
  • Privacy Plan
  • Doing Business with Others

Lunch Time

12:15 - 1:15pm

Lunch will be served at the conference location and is included for attendees.

Tax Strategies

1:15 - 2:45pm
  • Top 5 Tax Strategies
  • Entertainment/ Dining Expenses
  • Travel/ Auto Deductions
  • Family on Payroll
  • Health Savings Account

Wealth Building

3:00 - 4:30pm
  • Financial Freedom
  • Having an Emergency Fund
  • Set up a Retirement Plan
  • Funding Limits
  • Self-Directed Investing

Time to call it a Day!

4:30 pm

Enjoy the evening


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WHAT ATTENDEES HAVE SAID ABOUT MY EVENT

Some Questions

The Summit will be held at the Scottsdale Resort at McCormick Ranch. Rooms may be booked through the hotel at www.thescottsdaleresort.com

There are a dozen hotel options within a few miles radius of the location.

Average daily temp of 80, average high of 91, average low of 67.

There is free parking at the resort. 

There are a half-dozen golf courses within a few mile radius. A popular local hike is Camelback Mountain and it's only 5 miles away. Scottsdale has excellent shopping and amazing restaurants.






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Reserve your spot for the Workshops before it sells out.