Meeting 13: Finance Prophets Unite!

Attendees:

Tim the Tax Tamer

Tim the Tax Tamer: Taming the beast that is tax season with his trusty calculator and an endless supply of W-2s.

Bill the Budget Beast

Bill the Budget Beast: Bringing his expertise in making spreadsheets do the cha cha slide with his calculator.

Sam the Asset Alchemist

Sam the Asset Alchemist: Turning worthless investments into gold-plated opportunities with his patented Asset-Transmogrification Method (ATM).

Action Plan: Where the real magic happens! Minutes: Who needs actual minutes when you have a trusty recorder?