PRESENTATIONs

In August of 2007, members of the accruWealth field force began hosting a series of weekly 60-minute presentations designed to inform, educate and inspire clients to make smart, informed decisions about money. Our objective is to help clients minimize taxes and maximize cash flow without sacrificing control, rate-of-return or liquidity. The primary discovery series is entitled, "The Anatomy of Money."  We now welcome group presentations upon request.  If you can provide a little about the audience we will be addressing we can provide the content.

 

To schedule a presentation contact us at: 425.374.5070