Coffee Club East - Bonefish Grill Lake Underhill
What happens when you mix a group of energetic business-people, put on your game face with Family Feud, experience Real World Thursday panels, hear timely speakers, network like a champ and make connections like no other?
We are kicking off the year examining tax and financial preparation to get the biggest deductibles for 2020 & what to consider now as you prepare your 2021 budget & any changes that may impact your business.
Join us as we bring our panel of experts to share helpful hints and strategies for a brighter New Year.
Kyle A. Davis, ChFC, CAP (Integrity Financial Group): Kyle is a retirement expert for Generation X and Millennials, Infinite banking practitioner and all around Financial Planning "nerd". He specializes in retirement planning, financial planning, insurance and wealth management.
Sam Fragale (Edward Jones): Sam offers goal based financial strategies, Employer retirement planning, Legacy Planning and Transitioning retirees.
Kurt A. Alter (MSL CPA & Advisors): A Shareholder and MSL's Tax Team Leader, Kurt Alter has over 30 years of experience in public accounting and two years as a chief financial officer.
Out of the box thinking is our secret ingredient for success, benefiting YOU. Join us the 1st Thursday of the month from 8:30 - 9:30 AM at Bonefish Grill Lake Underhill. We will perk you up thanks to our coffee sponsor, Panera Bread. Coffee Club is a great way to get to know us better, thanks to our Coffee Club sponsors: Duke Energy.