A Conversation with US Certified Financial Planner, Mark Willis CFP

Home Events - HTJ Tax A Conversation with US Certified Financial Planner, Mark Willis CFP

Date

Mar 13 2023
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EST
11:00 am - 12:00 pm

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  • Date: Mar 13 2023
  • Time: 11:00 am - 12:00 pm

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LIVESTREAM – A Conversation with US Certified Financial Planner, Mark Willis CFP

Speakers:

Mark Willis, ​CFP® (He will work with you in becoming your own source of financing so you can add financial control to your future!)

Mark Willis is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients.

Mark is a CERTIFIED FINANCIAL PLANNERTM, a THREE TIME #1 Best Selling Author, the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois and co-host of the Not Your Average Financial PodcastTM. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions unknown to most financial gurus. He has become known as “Not Your Average Financial Planner!”

Derren Joseph (Partner, Hayden T. Joseph & Co. )

Derren is an International Tax Advisory who has successfully completed the Comparative Tax Program at Harvard University and is an EA (Enrolled Agent). As an EA, he has been admitted to practice before the Internal Revenue Service (IRS) to represent taxpayers in all 50 states and internationally.

He has 2 Masters Degrees in Economics and a Certified Diploma from the ACCA (Association of Chartered Certified Accountants in the UK).

Derren is a member of the Briefing Group advising The Rt. Hon. The Lord Mayor of the City of London on current and emerging international tax issues.

Derren enjoys writing and has published 3 books on taxation, one of which was an Amazon Best Seller in 2020.

Derren has given seminars on tax matters in the US, Europe, the Caribbean and across Asia.

NOTES:

1. Link for this event: https://www.facebook.com/htj.tax/live/

2. Submit questions in advance – Hanna@AdvancedAmericanTax.com

3. Those WITHOUT Facebook?

*Zoom link will be provided 24 hours in advance  so ensure that you sign up to get the message.
*If you don’t get the Zoom link 24 hours before the event? Email: Hanna@AdvancedAmericanTax.com

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The event is finished.