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September 2021

Sept 28 Fall Meeting

September 28 @ 4:00 pm - 5:30 pm
Free - $15.00

Cryptocurrency - the Next Disruptor in Financial and Tax Annual Fall Meeting Cryptocurrency has become a $2 trillion asset class - another "disruptor" segment that may forever change investment and tax planning. Advisors, accountants and estate attorneys to learn the latest to quickly adapt. If your clients aren’t asking you about it or informing you of their personal holdings, then they likely will be soon. Be prepared to have an informed discussion with your clients with this one-hour seminar. Offering one hour of…

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