Lunch & Learn: Ian Kiefer, CFP

If you’re a Realtor or self-employed professional, you already know the upside of 1099 income, but what about the long-term strategy behind it?

Without employer benefits like a 401(k) or company match, building wealth takes intentional planning, discipline, and the right structure.

Join us for a practical Lunch & Learn where we’ll break down how to:

• Manage income and prepare for taxes

• Build a strategy for saving and investing consistently

• Understand retirement options available to 1099 earners

• Turn unpredictable income into long-term wealth

I’ll be joined by Certified Financial Planner Ian Kiefer, and we’ll walk through real-world strategies you can actually apply. Not just theory.

This will be a conversational session with time for Q&A, so bring your questions.

Whether you’re early in your career or already producing at a high level, this session will help you think differently about your income and your future.

Lunch will be provided.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Marc Marroquin