IAG and Continued Learning

With IAG’s Lunch and Learn program, we come to your office, bring you lunch and speak to your firm about any number of financial topics.  Topics include but are not limited to:  Basics of Tax Returns – what you can learn with a cursory glance, Basics of Business Valuation – with emphasis on those tricky subjective areas, Grey Divorce – bringing clarity to financial issues particular to senior divorces, Basics of the Marital Balance Sheet and Tracing, and Basics of Financial Statements.

If you have any questions or have an idea for another financial topic about which you’d like to learn more, please reach out to IAG today.  Also coming soon:  IAG’s CLE Series!