"The Tax Efficient Frontier Workshop"
This FREE
workshop reveals...
"The secrets to keeping future IRS from reaching into your pockets."
This free workshop will help you ensure tax efficiency now and in the future!
"LIVE" with John Gardner & Chet Syverson
March 25th at 6:30pm PST
We look forward to seeing you in our LIVE
online workshop, where we'll unpack these secrets together!
At this no cost event you will:
Learn to establish a tax defensible space between you and the threat of rising taxation.
Improve the efficiency of your tax deferred assets.
Understand the tax weighted advantage for retirement income.
Learn how to improve and keep more of your purchasing power.
Meet your Instructors:
John Gardner
John has over 30 years of experience in financial services, finance, and business succession planning. He is the founder and Chief Wealth Architect of Financial Convergence. He is passionate about helping families and businesses establish financial capacity that creates freedom and gives rise to legacy.
John specializes in helping clients establish income independence. He takes a holistic approach to retirement income planning, estate planning, and is founder of the Tax Efficient Frontier.
Your life plan should inform and guide your financial plan, not the other way around!
Chet Syverson
Chet Syverson is the Co-founder and Tax Director of Curated Accounting. He holds a Masters in Taxation Degree from the #1 tax program in the country (Golden State University).
As a CPA, Chet specializes in Tax Planning. Not all CPAs are the same. Chet ensures that his clients are always tax efficient. Now and in the future.
Chet has more than a decade of experience working in Banking, Sales, Venture Capital Firms, Public Accounting, and as an Outsourced CFO. He has a unique perspective in helping individuals and business owners achieve their goals. Tax planning is central to the success he brings to his clients.