Solos Supporting Solos
Topic: Planning issues with retirement accounts
Speaker: Jason Roy Flaherty, JD, CPA
Reminder of our new Location: Rudy’s BBQ, 39th and North Lamar (across the street from Central Market. I hope we have found a new home. Rudy’s has great breakfast tacos, a big room on the south end of the building that should be empty at that time of day, and plenty of parking.
Our meeting format is simple: 1) Attendees are given the opportunity to stand up, introduce themselves, and briefly explain any problems they are facing; 2) an invited speaker makes a 30-40 minute presentation; and 3) the meeting ends with people talking over coffee and offering ways to help each other.
New solos will have the opportunity to stay after the meeting and visit with any veteran solo(s) willing to stay about issues around setting up and maintaining a solo practice.
There is no need to RSVP; attendees order their own food and drink.
There is no CLE and the meeting will always be on the same day: the third Thursday of the month at the same location (we hope). For more information: Joe Gagen at firstname.lastname@example.org