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Financial Knowledge for Business Leaders Webinar Series

How To Finance Healthcare presented by Benjamin Halbach

February 24, 2022 @ 12:00 PM CST

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How to Properly Structure a Business, a Legal Perspective presented by James Rosenblatt

March 31, 2022 @ 12:00 PM CST

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Retirement Plan Pitfalls – Avoiding ERISA Fines & Lawsuits presented by Ryan J Canales

April 28, 2022 @ 12:00 PM CST

 

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Financial Statements: More than Just Numbers presented by Cari Takao

May 26, 2022 @ 12:00 PM CST

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How to Qualify for a Commercial Mortgage presented by Rick Nelson

June 30, 2022 @ 12:00 PM CST

 

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Impact of Litigation on Retirement Plans presented by Ryan J Canales

July 28, 2022 @ 12:00 PM CST

 

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Cyber & Parametric Insurance presented by Marty Williams

August 25, 2022 @ 12:00 PM CST

 

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1031 Exchanges & Opportunity Zones presented by Matt Hannan

September 29 , 2022 @ 12:00 PM CST

 

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Business Owner Exit Strategies presented by James Rosenblatt

October 27, 2022 @ 12:00 PM CST

 

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Rewarding Owners & Key Employees via Executive Benefits presented by Ryan J Canales

November 24, 2022 @ 12:00 PM CST

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Income Tax Update presented by Barbara Herbst

December 29, 2022 @ 12:00 PM CST

 
 
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DISCLOSURES
TCG Advisory Services, LLC ("TCG Advisors") is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of our Form ADV Part 2 is available upon request.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.