Diego Espinosa CPA, CMA
Senior Consultant

Welcome to Events

Please select the event(s) you would like to attend

EVENTS

Please select the event you would like to attend.  If the link is not available yet, please send me a quick email

Mar 9th

Farm Planning Webinar

Apr 20th

Alzheimer’s Webinar

May 11th

Vacation Properties

June 8th

Philip Petursson Mid-Year Review

Sep 7th

Philip Petursson Q3 Webinar

Sep 21st

Cash Flow Webinar

Oct 5th

Business Owners Webinar

Nov 9th

Financial Lit. Webinar

Nov 23rd

Virtual Comedy Event

About me

Diego Espinosa CPA, CMA

Senior Consultant

Building a financial fortress around you and your family

You are an executive, a business owner. You focus your effort and time on growing your business and taking care of your family. You carefully select the activities for the day to ensure your time is wisely spent. You want to dedicate more time to your finances but there are only 24 hours in a day. It is challenging to keep up with financial markets, regulations and tax advantages. You want someone to take care of your finances with the same level of care.