3 NEW DATES!
The most informative 30 minutes you’ll have during the week will be over a free coffee.
For our second round of coffee, we will be bringing experts on topics that we believe will poke your interest. Starting on June 28th come join our experts and freely discuss a wide range of topics, from cryptocurrency, to tax strategies when gifting assets, to what contributes more to your happiness when it comes to money.
We’ll bring the expert, you bring the questions.
You can RSVP to our upcoming coffees below:
Cryptocurrency & Blockchain Tech with Andrew Rodwin
Andrew Rodwin will be covering topics on cryptocurrency, how does it behave as an asset, and the details on blockchain, the technology behind Bitcoin
Tax Gifting Strategies with Susie Boretti
Susie Boretti will be covering several tax strategies to have a more impactful gifting of assets when donating, passing assets to the next gen, etc.
Money & Happiness with Glenn Frank/Jordi Mullor
Glenn Frank & Jordi Mullor will talk about what we have seen in the Wealth Managament world about the relationship between money and happiness