About
3 Strategies to help Small Business Owners to Build Lasting Wealth
Agenda
  • The Strategies companies like Amazon, Delta, and Facebook use to pay less in taxes...and how you can too
  • How to Discover the hidden tax benefits the average CPA routinely misses every year
  • How to Leverage the upcoming changes to the tax code to work FOR you...not against you
Presenters
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Patrick Moore, CFP®
Chief Wealth Advisor
Patrick is a fiduciary, a CFP®, and the founder of Ironclad Wealth Management. A lifelong learner, he wants to use every tool at his disposal to guide you on the path to a work-optional lifestyle.
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Christy Macris-Bell
Director of Client Relations & Marketing
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