RetireRight Financial Planning is excited to partner with the Center for Tax Strategies and Resources and Southern California Institute, to host collaborative case study roundtables in our office.  Let’s practice our skills for “working together” as we review, analyze, and discuss a CTSR actual case – and then design and develop common legal, tax, financial, business, and risk mitigation concepts to accomplish uncommon results.

––––––––––––

In this format, you will:

• Receive the case study facts the night before,
• Come to our office to socialize and network (30 minutes),
• In our small group, share ideas and brainstorm solutions (30 minutes)
• Share solution ideas and learn from National Experts – the good, the bad, and the ugly of the actual client results (60 minutes), and
• Then, with just our small group, discuss what we learned and how we can put it to practice (20 minutes).