September 7th, 2021 at 10am PST
During this members-only webinar, we will be covering the following:
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Amit Chandel & Alfred Valencia
Certified Tax Planner/Coach and Resolution Specialist
Amit Chandel is a “Certified Tax Planner/Coach” and “Certified Tax Resolution Specialist.” He is a principal of a firm with emphasis in tax planning, tax resolution, and exit strategies – Focus CPA Group. His experience includes more than 24 years of very complex and highly specialized financial guidance for a wide variety of businesses and industries ranging up to mid-size businesses operations. https://swatadvisors.com/amit-chandel/
Senior Associate at Westpac Wealth Partners
Mr. Alfred J. Valencia is a senior associate at Westpac Wealth Partners. He has 15 years of experience in providing financial planning, charitable planning, estate planning, retirement planning and investment services to a variety of clients and organizations. He has helped hundreds of individuals move closer to their full financial potential. He is practitioner of Personal Financial Economics. He has spoken on and trained the subject to various planning organizations and individuals.