Events

We provide high-quality financial education to the public and professional centers of influence, so they understand their finances and make smart financial decisions for their overall estate.

The Dodd-Frank act, which fundamentally changed Wall Street, formed a commission to better understand the level of financial literacy among American Consumers. The commission’s findings showed a startling lack of understanding of financial concepts and strongly suggested financial literacy education for adults.

The Educational Courses we offer were developed specifically to educate the public about financial terms, concepts, and strategies in a classroom setting giving them the tools they need to make smart decisions about their financial future. Each of the courses is presented in an easy-to-understand format and covers all the bases to help you plan for your estate planning. We teach courses throughout the year, so be sure to check the Upcoming Events page often for our current schedule.

 

Upcoming Events

December 6, 2022

11:00a - 12:00p

December's Zoom Meeting

CPA/Business Alliance Education Series: Tax-Efficient Asset Protection Strategies - How to Protect Yourselves from the Unknown Future!

Tax-Efficient Asset Protection Strategies - How to Protect Yourselves from the Unknown Future! I'm hosting a webinar on just that on December 6th at 11 am MST with Chris Cooper & myself, Ed Moore.

Past Events

November 1, 2022

11:00a - 12:00p

November's Zoom Meeting

MFC Monthly CPA Alliance Education Series: Retirement Tax Minimization Strategy - A Strategy to Mitigate Income and Estate Tax Consequences!

Retirement Tax Minimization Strategy - A Strategy to Mitigate Income and Estate Tax Consequences! I'm hosting a webinar on just that on November 1st at 11am MT with our guest speaker Scott McHenry.

October 4, 2022

11:00a - 12:00p

October's Zoom Meeting

MFC Monthly CPA Alliance Education Series - Solving Client's Tax Problems with Qualified Plans: How to customize tax strategies that maximize your client's tax savings!

Solving Client’s Tax Problems with Qualified Plans; How to customize tax strategies that maximize your client's tax savings! I'm hosting a webinar on just that on October 4th at 11am MT with our guest speaker Scott McHenry.

September 20, 2022

11:00a - 12:00p

Zoom Meeting

Event Registration


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