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Jackie Meyer Group
Jackie Meyer Group
On-demand
Past
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    The Balanced Millionairre: Auditing Life for ROI
    Monday, March 24, 2025 · 8:30 AM CDT
    This $100 workshop is designed to help financial professionals bridge the gap between career success and personal fulfillment. Just as financial statements track assets and liabilities, this workshop will provide a structured approach to evaluatin...
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    CCTA Live Replay 03/14/2024
    Evergreen Webinar
  • Unlocking Tax Savings with ITaxplanIQ
    Evergreen Webinar
    Join us for an exclusive webinar as we dive into tax-saving strategies that can revolutionize your financial planning!

    In collaboration with TaxPlanIQ & I-TaxPlan, we're bringing you expert insights from Javier Gonzalez, Co-Founder and Chief Tax ...
  • From Accountant to Advisor with AI-5 Steps to New Revenue Streams
    Evergreen Webinar
    Join us for an exclusive and transformative webinar, "From Accountant to Advisor with AI," featuring industry experts Jackie Meyer, CPA & Founder of TaxPlanIQ, and Steve Cunningham, Founder of Read It For Me.

    This session is a unique opportunity ...
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    Certified Concierge Tax Accountant Live Session- testing
    Thursday, September 7, 2023 · 8:25 AM CDT
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    Top Mistakes Tax Advisors Are Making
    Evergreen Webinar
Webinars, CPE, and Training from Jackie Meyer Group, TaxPlanIQ, Certified Concierge Accountant, and Certified Concierge Tax Advisor. Visit Jackie.CPA for more
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