The Norris Financial Group Hosts Financial Strategists At First Annual Pre-Tax Brunch At Mission Inn
Riverside, Calif. – The Norris Group brings together five financial industry experts and specialists Saturday, October 29, at the Mission Inn for its first annual pre-tax event. The combination of tax, planned giving, and real estate expertise was purposefully selected to provide attendees the most current strategies for maximizing savings for the 2011 tax year and beyond.
“Some of it is quite selfish, actually,” says Bruce Norris, president of The Norris Financial Group. “The experts we’ve invited specialize in working with alternative investments and real estate. Our industry has had so many changes in the last few years that assembling all this knowledge in one room is beneficial for everyone in attendance.”
Alternative assets and real estate have increased drastically over the past year as individuals seek ways to avoid stock market volatility — while at the same time increasing investment income.
“Year-end is the best time to identify the powerful strategies that we can all use to ensure that we maximize our tax savings for 2011,” says Amanda Han with Keystone CPA. “Where your income stands on December 31st will, for the most part, determine how much taxes you pay this year. There are so many special loopholes for 2011 that everyone should know about before they expire.”
Beyond tax strategies, many are looking for new ways to maximize returns for retirement accounts. Kaaren Hall from uDirect joins the panel of experts to specifically discuss an oft overlooked and unknown tool: the self-directed IRA.
“Self-directed IRAs are the best-kept secret when it comes to retirement savings,” said Hall. “Self-directed IRAs let people take control of their retirement savings and invest in what they know best, including real estate. This is crucial, especially now when the stock market and the world economy at large is so volatile.”
Tax and investing strategies in combination with giving back is one of the most exciting pieces of the event. James and Lorraine Conaway, from Conaway & Conaway, are certified financial planners who assist in solving financial problems by creating clarity and confidence.
“Everyone has the power of leaving a legacy, but most people just don’t know how,” says Lorraine Conaway. “You can not only potentially do well, but you can also do good at the same time through different strategies that can be implemented to redirect tax dollars to charity while being tax efficient. So come learn how to do well by doing good.”
Bruce Norris will also put the day into perspective as he covers the current Southern California real estate market and things to look for in the coming election season. Bruce is also covering the world of trust deed investments and why Southern Californians don’t need to look further than their own backyard to earn passive and secured returns.
The Norris Group is offering this event for $49 per person or completely free online via GoToMeeting. Registration is required for either the live brunch or the live feed.
For registration information, please visit http://bit.ly/brunch2011 or call Diana Barlet at (951) 780-5857.