Wealth, Taxes, Profit Protection & Staff Retention Masterclass

The IRS loves you.

In fact, you’re probably their favorite “employee” in Colorado right now.

You generate the revenue.
You take the risk.
You manage the clients and the staff.

And at the end of every year, the IRS quietly takes a bigger share of your profit than most of your employees.

Meanwhile, you’re told you “can’t afford” better benefits or meaningful retention strategies — even though the firm is profitable.

That’s not a revenue problem.
It’s a planning problem.

That’s why we’re bringing in Adam Wade, CFP®, CPFA®.

Adam is a business owner and Independent Financial Advisor who specializes in helping small law firm owners legally reduce taxes, protect profits, and redirect capital into strategies that improve retention — without permanently increasing payroll.

This event is for law firm owners who:

• Are tired of writing unnecessary checks to the IRS
• Want more control over where their profits actually go
• Understand retention is a business issue, not an HR checklist

The Details

What: Wealth, Taxes, Profit Protection & Staff Retention Masterclass
Who: Adam Wade, CFP®, CPFA® + a room full of law firm owners who are done settling
Where: The Trestle Building, 219 W Colorado Ave, Suite 306, 80903
When: March 3, 2025 at 5:30pm

This is an in-person, no-BS zone.
Drinks are on us.

We’re not going to talk about feelings.
We’re going to talk about your law firm’s profit.

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

Get App

Host or Publisher How to Manage a Small Law Firm