Many tax and financial planning professionals are recognizing the importance of providing their clients exceptional value. In today’s age of TurboTax, TaxCut and TaxAct, the only thing that stands between tax professionals and these automatons, is your proposition to Increase Your Clients Bottom-line. Watch our two minute overview that has tax professionals across the country raving about our unique program. Join us to connect with like-minded entrepreneurs and learn how you can provide your clients more value in the upcoming New Year.
Due to the overwhelming response to attend our last breakfast, it’s best to confirm your reservation early – SPACE IS LIMITED. After purchasing your ticket, send us an email about yourself and your practice at info@Millennial-Ventures.com. We look forward to connecting with you.
When & Where
Meisa Bonelli is President of Millennial Ventures, Managing Partner of Millennial Tax, and business mentor. The underpinnings of Meisa’s well-rounded perspective are her versed background in tax investing and private equity, coupled with her leadership dexterities. Meisa Bonelli has a dual Master’s degree and is a renowned Wall Street finance professional.
Meisa Bonelli is a native New Yorker and resides in Manhattan.
New York University
Greater New York Chamber of Commerce
International Coach Federation
Coaches Training Institute
National Speakers Association