Advanced Financial Concepts

Advanced Financial Concepts We offer unbiased, objective advice on investments and achieving financial goals. We are independent with no proprietary products or sales quotas.

Tonight and tomorrow is the 3rd yartzeit of our mother, Zinnia Konviser, Zisel Bas Avraham. If you are in Raleigh, Jewis...
05/28/2026

Tonight and tomorrow is the 3rd yartzeit of our mother, Zinnia Konviser, Zisel Bas Avraham. If you are in Raleigh, Jewish male 13 or over we could use your help to make a minyan Friday morning at 7am. For more information PM me. Thank you.

05/25/2026

Businesses do have payment processing costs.

That part is fair.

But passing every cost directly to the customer while removing other options is why people feel squeezed from every direction.

Looking for a steady stream of qualified new clients? Join 29 other professionals and business owners in one of the top ...
05/08/2026

Looking for a steady stream of qualified new clients? Join 29 other professionals and business owners in one of the top 5 BNI Chapters in the Triangle passing over $1,100,000 in business over the last 12 months. Come for a visit and see if you qualify to get your share of $1,100,000. Each seat averages over $3,000 in new revenue annually.

Looking for a steady stream of qualified new clients? Join 29 other professionals and business owners in one of the top ...
05/01/2026

Looking for a steady stream of qualified new clients? Join 29 other professionals and business owners in one of the top 5 BNI Chapters in the Triangle. Each seat averages over $3,000 in new revenue annually.

IT'$ YUR $ is cancelled for Tuesday August 19th. We are reworking the presentation. Stay tuned for our restart!
08/11/2025

IT'$ YUR $ is cancelled for Tuesday August 19th. We are reworking the presentation. Stay tuned for our restart!

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

08/05/2025
Going live in 30 minutes with IT'$ YUR $ and our discussion..Changing Outlooks of Retirement!
08/05/2025

Going live in 30 minutes with IT'$ YUR $ and our discussion..Changing Outlooks of Retirement!


The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Going live in 30 minutes with IT'$ YUR $ and our discussion...Planning for a Full House.
07/29/2025

Going live in 30 minutes with IT'$ YUR $ and our discussion...Planning for a Full House.



The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Going live in 20 minutes with IT'$ YUR $ and our discussion... Simplified Recap of the Big Beautiful Bill!
07/22/2025

Going live in 20 minutes with IT'$ YUR $ and our discussion... Simplified Recap of the Big Beautiful Bill!

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Join us for IT'$ YUR $ Tuesday July 22 at 10am and our discussion... Simplified Recap of the Big Beautiful Bill!        ...
07/18/2025

Join us for IT'$ YUR $ Tuesday July 22 at 10am and our discussion... Simplified Recap of the Big Beautiful Bill!


The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

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8404 Six Forks Road, Ste 204
Raleigh, NC
27615

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Wednesday 9am - 5pm
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