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Invite Us to Speak

Speaking Arrangements

One of the many things we can do for your business is set up a speaking arrangement with your company. This informal meeting with your staff is a valuable educational tool on how Self-Directed IRAs can benefit your business. If you are interested in setting up a speaking arrangement to learn more on how Self-Directed IRAs work and their benefits, call our office at 239-333-1031.

Specialty Topics we can talk on:

Self Directed IRAs - 1031 Exchanges - Real Estate Taxation - Financial Saving Strategies