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Short-Term Rental Strategy: From Property Selection to Property Management

As the year comes to a close, it’s an ideal time to review your retirement accounts and make sure they still support your long-term financial goals. This workshop will explore important year-end considerations, potential investment opportunities, account options and practical steps that may help you enter the new year with a clearer strategy.

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September 24

From Purchase to Tax Strategy: How We Help Investors

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October 8

Self-directed IRA 101