Hello White Coat Conference 2022 Attendees!

For those individuals who were not able to meet with us or attend one of our presentations during WCI CON 2022, we will be offering the following Zoom meetings:

  • Best way to invest in Private Real Estate, Private Credit, and Private Equity to complement your current portfolio
  • iQ401K – Lean how to cut cost and add features to enhance your company’s 401(k) and Profit Sharing Plan.

If you would like to attend, please fill out the form below:

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