Speaking

Andrés Romero has been advising clients and their families since 1993.  E2E serves dentists, doctors and women in life transition as their Personal CFO. E2E focuses on financial planning, investment planning, estate planning, benefits planning and succession planning needs.  Looking for help on how to take your dental practice to the next level?  Contact us to learn more!

678-664-9745

andres.romero@e2efinancial.com

Download Andrés' speaking packet here.

Presentation topics:

• What Do Profit & Loss Statements Have To Do With It?
   
• How does the Tax Cuts and Jobs Act of 2017 affect me?
   
• Maximizing Your 401k Now!
   
• Key Tax Savings Strategies You Can Implement Now

Previous presentations: