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Financial Planning
VFO Services
Overview
Wealth Management
Tax Planning
Legal Services
Risk Mitigation
Business Advisory
Planning Process
Overview
Proactive Planning Platform
Virtual Family Office
Client Information Questionnaire (CIQ)
CIQ (Business Only)
Team
Advisory Services Team
Proactive Planning Team
Virtual Family Office
Events
Contact
Upcoming Events
Enhance Your Business - Business Owner Benefit Plans and Employee Retention Plans
Monday, October 14th | 12:00pm MDT
Reducing Costs and Boosting Profit: Discovering Expense Reduction Strategies
Monday, November 11th | 12:00pm MST
Outsourced CFO Services – Why You Need Them
Monday, December 9th | 12:00pm MST
Understanding Tax Credit Strategies
Monday, January 13, 2025 | 12:00pm MST
Disability Insurance - The Risks of Waiting
Monday, February 10, 2025 | 12:00pm MST
Charitable Gift Financing
Monday, March 10, 2025 | 12:00pm MDT
The Legacy-IRA
Monday, April 14, 2025 | 12:00pm MDT
Depreciating Commercial Real Estate The Smart Way
Monday, May 12, 2025 | 12:00pm MDT
Premium Financed Life Insurance
Monday, June 9, 2025 | 12:00pm MDT
Employee Retention Tax Credit
Monday, July 14, 2025 | 12:00pm MDT
Advantages of Opportunity Zones and 1031s
Monday, August 11, 2025 | 12:00pm MDT
Past Events
Risk Mitigation for Business Owners
Monday, September 9th | 12:00pm MDT
6 Key Aspects of Business Advice
Monday, August 12th | 12:00pm MDT
Optimize Wealth by Investing in Clean Energy Assets
Monday, July 15th | 12:00pm MDT
Stronger Together: Collaborate to Serve Your Clients Better
Tuesday, June 11th | 11:00am MDT
AI & Bookkeeping – Exploring the Role of Artificial Intelligence in Modern Accounting
Monday, May 13th | 12:00pm MDT
Plan Better For the Exit of Your Business
Monday, April 15th | 12:00pm MDT
Workers’ Compensation: Avoid Overpaying & Add Money to Your Bottom Line
Monday, March 18th | 12:00pm MDT
How Accountants Can Attract More Affluent Clients
Tuesday, March 5th | 11:00am MST
30 Days of Gratitude
Monday, October 31, 2022 | 6:00pm MDT
The Basics of Budgeting
Friday, October 28, 2022 | 7:00am MDT
30 Days of Gratitude
Thursday, October 27, 2022 | 6:00am MDT