Important topics we’ll discuss:
- With the new administration, there has been talks of new tax rates. What are they and will it happen?
- How will the country’s deficit affect our economic future?
- How is Bitcoin as an investment?
- How will the vaccine impact the economy?
- When will the economy recover?
- Will retroactive tax increases happen?
- How do we counteract risks to build a solid plan?
- What is our criteria for institutional money managers?
- And much more
ROUNDTABLE PANEL MEMBERS
Chief Executive Officer
Chief Financial Strategist
Certified Tax Specialist®
Certified Income Specialist®
National Social Security Advisor®
Certified Estate and Trust Specialist®
Certified Annuity Specialist®
Certified Fund Specialist®
Chartered Financial Analyst®
Lead Case Design
Certified Financial Planner®
Master of Business Administration