Asset Strategy Educational Events

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Being informed stands at the forefront of Asset Strategy’s belief in financial wellness. We offer events on a wide variety of topics designed to touch on the unique needs of different financial situations. You may learn about recent market overviews, real estate material, tax strategies, and so much more. Explore our upcoming events below.

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Corporate Transparency Act: What does this mean for LLCs and Corporations

June 26 @ 12:00 pm - 12:45 pm

Northern Bank and Asset Strategy are proud to announce an informative webinar on ‘The Corporate Transparency Act’ (CTA), and what it means for LLCs and Corporations.

What we will discuss:
– What the CTA is
– Types of Entities that are exempt
– The Legal Aspect
– Beneficial Ownership Information
– Timelines

Hosted by:
– Kent Fitzpatrick, AIFA®, GFS®, CBFA, Managing Director and Senior Consultant, Partner, Asset Strategy MSCTA©

Presented by:
– Mat Sorensen, CEO, Directed IRA by Directed Trust Company. Partner, KKOS Lawyers


June 26
12:00 pm - 12:45 pm


Virtual Zoom


Asset Strategy