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Clients Only Strategy Group

Every month, Jack hosts an exclusive Clients Only Strategy Group where you can pick his tax brain and meet like-minded people in the industry. If you're interested in joining, email […]

Jack’s Annual Tax Update

Learn what changes are important to you and if you need to do anything to re-position yourself. Come understand what potential tax law changes could impact you next year. Listen to what your peers are doing and discover new opportunities.

Client Strategy Session: Monthly Mastermind for Self-Directed Investors

Each month, we gather to dive deeper into advanced topics, real-life investment strategies, and timely updates that impact your portfolio. It’s a chance to learn from other investors, get direct support, and fine-tune your next move — all in a trusted circle.