Session 1: What your CPA, Banker,  &  Wealth Advisor Want You To Know !

Session 1: What your CPA, Banker, & Wealth Advisor Want You To Know !

Structure your business for long-term success, find funding without hard collateral or profit, understand tariffs & financial planning!

By South Shore Concierge Group

Date and time

Tuesday, June 3 · 8 - 9am PDT

Location

Online

Refund Policy

Refunds up to 7 days before event

About this event

  • Event lasts 1 hour

In a world of rising costs, shifting markets, and economic uncertainty, decision-makers need clarity more than ever. This 8-part summer seminar series is designed to give business owners, homeowners, and real estate professionals real, unfiltered insight from local experts.

Alternating weekly between B2B and real estate topics, each 45-minute session brings together seasoned professionals—CPAs, bankers, payroll advisors, HR experts, insurance advisors, real estate agents, attorneys, and lenders—to answer the questions their clients are already asking.

From hiring challenges to high interest rates, compliance pitfalls to mortgage confusion, this series is your guide to making smart, confident moves in 2025.

Each ticket sold, all proceeds will go directly to a local non-profit, weekly!


Frequently asked questions

Why is there a ticket fee?

We want to ensure this series is accessible to all; however, we are collectively all about giving back to the community. All proceeds from ticket sales will go directly to a local non-profit weekly and we will post on our IG where it goes weekly as well.

Is this for people who want to buy/sell homes or business owners?

BOTH! We made this a 8 part series with each week alternating between B2B Objectives and Real Estate Objectives.

Organized by

$5Jun 3 · 8:00 AM PDT