Coffee Club East - Bonefish Grill Lake Underhill

What happens when you mix a group of energetic business-people, put on your game face with Family Feud, experience Real World Thursday panels, hear timely speakers, network like a champ and make connections like no other? 

We are kicking off the year examining tax and financial preparation to get the biggest deductibles for 2020 & what to consider now as you prepare your 2021 budget & any changes that may impact your business.

Join us as we bring our panel of experts to share helpful hints and strategies for a brighter New Year.


Kyle A. Davis, ChFC, CAP (Integrity Financial Group): Kyle is a retirement expert for Generation X and Millennials, Infinite banking practitioner and all around Financial Planning "nerd".  He specializes in retirement planning, financial planning, insurance and wealth management. 




Sam Fragale (Edward Jones): Sam offers goal based financial strategies, Employer retirement planning, Legacy Planning and Transitioning retirees.  





Kurt A. Alter (MSL CPA & Advisors): A Shareholder and MSL's Tax Team Leader, Kurt Alter has over 30 years of experience in public accounting and two years as a chief financial officer.




Out of the box thinking is our secret ingredient for success, benefiting YOU.  Join us the 1st Thursday of the month from 8:30 - 9:30 AM at Bonefish Grill Lake Underhill.  We will perk you up thanks to our coffee sponsor, Panera Bread.  Coffee Club is a great way to get to know us better, thanks to our Coffee Club sponsors: Duke Energy.