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Jingle All the Way to the Bank!

Nov 21, 2018 by

December 15, 2018

9:00 am – 4:00 pm


Finish 2018 strong & catapult into 2019 with Curt Smith and Jingle All the Way to the Bank!

Come learn about buying houses with little cash, creative financing, finding deals today,  with REAL documents!

  • Buying Houses with little Cash
  • Use Creative Financing in today’s market
  • Finding Deals T-O-D-A-Y
  • Real Documents to support your business
  • Generate Income: Let it FLOW, let it FLOW, let it FLOW
This class is a $249 value, but we are offering Special Holiday Pricing at $99!
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Retirement, Death, & Taxes

Nov 14, 2018 by

Retirement, Death, and Taxes

Free Event November 30 or December 17

9:00 am – 12:00 pm


Join Jessie Herman, Advisor, MBA and Sandy DeFoe, CPA, IRS Enrolled Agent as they guide you through the 2018 tax law changes and end-of-year tax strategies!

Sandy DeFoe will share important aspects of the 2018 tax law that impact you the most, while Jessie Herman will discuss strategies to construct a plan for retirement and your estate that allows the greatest tax benefits.

This Educational Seminar geared toward small businesses and the self employed. How new tax laws affect you. What you need to do now before 12/31/18. Learn about Base 105, HSA, and other ways to save tax money now and in the future with proper balanced portfolios in all phases of your life. How much does it cost to be put in the ground or cremated? Final Expenses vs. Life Insurance. New options for Long Term Care.

Two dates available: November 30th or December 17th.

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