A Virtual Personal Financial Education Experience

March 18 - 20, 2021

WHAT YOU WILL RECEIVE:

  • Live access to all three days (March 18 - 20) of The Pursuit Stream Financial Excellence Academy virtual workshops (also available to registrants on demand post-workshop)
  • Participation in live workshop financial education activities
  • Walk-through personal tax preparation step-by-step action items
  • Compete in workshop challenges + potentially win prizes
  • Discuss real-life financial situations + brainstorm solutions 
  • Live Question + Answer session (results also emailed to registrants on demand post-workshop) 
  • Free Pursuit Stream on-line subscription
  • A list of best practices regarding individual taxes
  • The Pursuit Stream “Personal Taxes 101” Certificate of Completion
  • BONUS: 10% discount code to Pursuit Stream materials + courses
  • BONUS: One free Pursuit Stream take-home exercise 

Take Your Financial Skills to New Levels

WHAT YOU WILL LEARN:

  • Background + overview of taxes
  • How to organize your financial forms for filing your taxes or sharing with an accountant
  • The meaning of deductions + credits and a list of common items 
  • Understanding the basis for your tax decisions
  • New ways to start conversations about taxes at home
  • How to set and achieve tax goals
  • Financial options to consider when filing taxes
  • How to avoid making poor financial decisions
  • Important financial questions to ask (yourself + others)
  • How to understand the economic reasons behind the trade-offs between financial choices
  • Tax secrets others use when filing individual taxes

Moderated by

Romone F. Penny

Founder & CEO, Pursuit Sports Group

  • From Chicago, IL + raised in Minneapolis, MN since the age of 10
  • Facilitated the third Pursuit Financial Excellence Event (Chicago) during the NBA-All Star Weekend with John Rogers, Arne Duncan, Michael Alter, The Colony Group + representatives from the NBA, NFL + WNBA in 2020
  • Founded Pursuit Stream in 2019
  • Developed the “Pay Yourself First” Program with the guidance of the FDIC in 2015
  • Founded Pursuit Sports Group in 2013
  • Was a Tax Accountant at Ernst & Young for six years
  • Was a student-athlete at Florida State University + American University was a co-captain on the first ever NCAA basketball team
  • Attended Mercersburg Academy boarding school (PA)
  • Member of the board of Fireball Extreme Challenge (FXC) + Minneapolis NEXT
  • Enjoys traveling, cooking, coaching, learning different languages, and swimming

Dates & Times

A Three-Day Virtual Event Via Zoom

March 18 - 20, 2021

  • 1

    Thur. March 18 (6:00 pm - 7:00 pm est)

    • Pursuit Stream Financial Excellence Academy - 2.0 Personal Taxes 101 Day 1

  • 2

    Fri. March 19 (6:00 pm - 7:00 pm est)

    • Pursuit Stream Financial Excellence Academy - 2.0 Personal Taxes 101 Day 2

  • 3

    Sat. March 20 (2:30 pm - 3:30 pm est)

    • Pursuit Stream Financial Excellence Academy - 2.0 Personal Taxes 101 Day 3

An investment in YOUR KNOWLEDGE, YOUR FUTURE & YOUR WELL-BEING

Registration

Please select general admission or discounted student rate to participate in this three-day educational experience.