Our Financial Boot Camp Video Series


You won’t break a sweat like those gym boot camps, but you will become financially stronger and learn how to flex your money muscles!

Recently Recorded:

Year End Tax Planning For Individuals – Recorded 11/18/2020 

Are you ready to say goodbye to 2020? With a little tax planning, you can ensure you leave 2020 on the best financial note possible. Join Rick Schwartz, CPA, as he highlights important steps you can take before December 31st to lower your tax liabilities.  Rick will also cover actions to take for 2021 to start off the new year on the best path possible.

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