fbpx

National Certified General Accountant Conference: Investment Planning 2013

Kurt gave a two hour presentation at the National Certified General Accountant conference on “Investment Planning”. The presentation covered the six steps to constructing an investment portfolio, how to select a financial advisor and more than 50 investing concepts important to investing today.

Share on facebook
Facebook
Share on google
Google+
Share on twitter
Twitter
Share on linkedin
LinkedIn

More to explore

Kurt Rosentreter Tax Planning Tips Q1 2020

In this quarterly edition of Tax Tips, Kurt dives into topics that include: Motor Vehicle Expenses, Employment Expenses, Travel Expenses, The Federal

Kurt Rosentreter
Scroll to Top