Summer Wealth Series
with Alex Davis, CPA, CFP®
May - July 2024
REGISTRATION INFORMATION BELOW
May 29th from 12 - 1:30 PM:
Fortune Fumbles: Dodge $30K Mistakes as a 6 or 7 Figure Entrepreneur
June 25th from 11:00 AM- 12:00 PM EST:
Beyond the Numbers: The Art of Choosing Your Financial Partner:
Feeling overwhelmed by endless accountant options? Taxes and financials are already stressful – finding the right professional shouldn't be. This workshop goes beyond the numbers and teaches you how to identify a true financial partner.
We'll show you how to navigate the search process with less confusion and more confidence.
July 24th from 12 - 1:30 PM EST:
Solopreneur to Secure: Retirement Hacks for Building Your Wealth & Saving on Taxes!
This workshop is your roadmap to financial freedom. As a solopreneur, navigating retirement planning can be confusing. Solopreneur to Secure cuts through the jargon and equips you with actionable hacks to build a secure future.
August 31, 2024:
Money, Mindset & Mimosas
In-Person Event, Sarasota, FL
Meet Your Host: Alex Davis, CPA, CFP®—
Alex Davis is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ Professional, Licensed Life, Health, & Annuity Agent, and Amazon Best Selling author, but above all, she identifies as a legacy builder. After a decade of serving high-net-worth individuals and small business owners in public accounting, she faced burnout, missed valuable family time, and felt she was not fulfilling her purpose. This realization led her to leave a secure six-figure financially rewarding but soul-draining career.
She established AGA Tax and Consulting Services LLC, a boutique firm specializing in tax and financial coaching for entrepreneurs. The firm's mission is to assist entrepreneurs in building wealth through strategic financial planning and transforming their relationship with money.