Partner, Fortitude Investment Group, LLC.
Roy joined Fortitude in April 2014 bringing his extensive operational background and insurance expertise to the firm. Working with the founding partners of Fortitude Investment Group, Roy serves retail clients, small business owners and high-net-worth investors, developing solutions to help them achieve their financial goals through wealth management, retirement planning, advanced insurance solutions and alternative investments. Roy began his financial services career in 2011 as the Operations Manager for two local offices for a John Hancock agency, supervising 55 representatives and 12 staff members.
Areas of Practice include, but are not limited to:
• Retirement Planning
• Estate Planning
• Wealth Management
• Durable Income Strategies
• Alternative Investments
• College Funding
• Insurance Planning
• 1031 Exchanges
• Direct Participation Programs/Reg-D Private Placements
Roy currently holds his Series 7 and Series 63 registrations as well as his Life, Accident and Health license.
Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. Fortitude Investment Group is independent of CIS, CAM and CIA, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
1433 Ratings
PL
Sep 11th, 2020
In less than a minute you can join the webinar. If you need to self-study they provide an option for that which is available Webinar On-Demand and flexibility in hardware options for use. I think this one is one of the best platform for earning CPE credits. Thanks my-CPE
KS
Dec 12th, 2020
It was about the subject as stated. It was for the most part easy to follow and understand. I learned more about 1031 property than I knew before the webinar. Thanks Daniel for the wonderful webinar
ND
Dec 10th, 2020
I enjoyed the webinar. The content would have been helpful when I went through my 1031 exchange. There were so many questions I had at the time and this webinar would have eased my anxiety.
FK
Dec 9th, 2020
The course is a good intro, into a field that not many people know about. I was hoping to get some industry expert insights to supplement my preexisting knowledge. Thanks!
MM
Dec 18th, 2019
I really enjoyed the content of this webinar. It provides a great overview of the 1031 process, some of the major caveats, and an alternative option; the DST. Thanks!
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