NEWSLETTERS
SPEAKING ENGAGEMENTS
Terri is an accomplished speaker, with plain-English presentations to help your group avoid expensive tax mistakes that can cost thousands.
We offer fun, interactive workshops. Sample Topics include:
- How Much Do I Need to Retire?
- From Panic to Planning: Insurance and Retirement Planning for the Unemployed, Underemployed and Fun-employed
- Obama Tax Plan Preview
- 10 Most Expensive Tax Mistakes That Cost Business Owners Thousands
- Tax Strategies for Real Estate Investors
- Tax Mistakes that Cost Portfolio Owners Thousands
- Tax Mistakes That Cost Retirees Thousands
- Medical Reimbursement Plans
If you would like Terri to speak with your group or are interested in one of our workshops, please call us.
"People rarely succeed unless they have fun in what they are doing."
- Dale Carnegie
"Blessed are they who laugh, for they shall last."
- Anonymous