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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple style='word-wrap:break-word'><div class=WordSection1><p class=MsoNormal>Hi Neighbors,<o:p></o:p></p><p class=MsoNormal>Our financial manager holds monthly seminars and I thought some of you may be interested in this one—it’s a nice basic one for younger people. He’s a CPA, teaches a certificate program at SMU, volunteers to teach money management to prisoners, and is an all around great guy. The meetings are usually PowerPoint based and he gives a handout to take home. His meetings are a nice reminder to keep watch on your finances. Here’s his website:<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p style='background:white'><span style='font-size:10.0pt;font-family:"Arial",sans-serif;color:black'><a href="http://www.larsoncpa.com/"><span style='color:black'>www.larsoncpa.com</span></a></span><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#201F1E'><o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Have a great 4th,<o:p></o:p></p><p class=MsoNormal>Marilou Simon<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>PS. Take his parking map seriously!<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b>From:</b> bill larsoncpa.com <bill@larsoncpa.com> <br><b>Sent:</b> Sunday, July 2, 2023 6:14 PM<br><b>Subject:</b> Fw: July 11th Seminar - for those who don't care - What You Do Need to Know <o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal><span style='font-size:12.0pt;color:black'>Lost track of dates with the upcoming holiday, so let me get to this invitation immediately. <o:p></o:p></span></p></div><div><div><p class=MsoNormal><span style='font-size:12.0pt;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;color:black'>After last month's seminar, a participant came up to me and lamented that someone who could really have used the information didn't come. And that's a bit of a self-fulfilling prophecy isn't it - that those that don't care about certain financial matters will not attend. But as I have found in dealing with clients as a result of death or divorce, there is a basic amount of information that they should have known and did not. And now wish they did. <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;color:black'>So, July's seminar is for those who have no interest in the subject - call it "<b>That's why I married you</b>" or "<b>It's boring</b>" or "<b>I have blank checks left but the bank says I have no money?</b>" This hour is for those who may never have come or may never come again, but this could be a most important lesson in what you really do need to know. I promise to go high level in laying out what every individual - whether single or spouse or child - needs to know about finances. I will not teach you how to invest, bracket manage your income taxes, or how to decide when to take social security. Instead, we will concentrate on the most important financial matters you need to know about. <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;color:black'>Who should attend? Probably not the usual crowd but, of course, all are welcome, especially if you might take this back to someone who still refuses to come. This is like a get out of jail free card. One hour, and I will never bother you on a second Tuesday again. <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;color:black'>Logistics - meet at 10325 Country Club Dr Dallas Tx 75218 at 7 pm. Parking map attached. I will teach from the basics so no prerequisite knowledge is required. CPAs may earn one hour of CPE credit for a $10 admin fee. The seminar is, of course, always free and your friends and neighbors are invited. <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;color:black'>Food theme - for those never attending, we cite a food item to share among the participants. Tradition dictates that this month the criteria is any food item, but it must have predominant colors of either red, white, and blue. <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;color:black'>Let me know you can join us. <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;color:black'>Thanks. <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;color:black'><o:p> </o:p></span></p></div><div><div><p class=MsoNormal><span style='font-size:12.0pt;color:black'><o:p> </o:p></span></p></div><div id="x_Signature"><div><div><div><p style='background:white'><strong><span style='font-size:10.0pt;font-family:"Arial",sans-serif;color:green'>William B. Larson, CPA, CFP®</span></strong><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#201F1E'><o:p></o:p></span></p></div><div><p style='background:white'><strong><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:green'>10311 Country Club Dr</span></strong><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#201F1E'><o:p></o:p></span></p></div><div><p style='background:white'><strong><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:green'>Dallas, Texas 75218</span></strong><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#201F1E'><o:p></o:p></span></p></div><div><p style='background:white'><strong><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:green'>Cell - 214-417-8665</span></strong><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#201F1E'><o:p></o:p></span></p></div><div><p style='background:white'><span style='font-size:10.0pt;font-family:"Arial",sans-serif;color:black'><a href="mailto:bill@larsoncpa.com"><strong><span style='font-family:"Verdana",sans-serif'>bill@larsoncpa.com</span></strong></a></span><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#201F1E'><o:p></o:p></span></p></div><div><p style='background:white'><span style='font-size:10.0pt;font-family:"Arial",sans-serif;color:black'><a href="http://www.larsoncpa.com/"><span style='color:black'>www.larsoncpa.com</span></a></span><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#201F1E'><o:p></o:p></span></p></div><p class=MsoNormal><span style='font-size:12.0pt;color:black'><o:p> </o:p></span></p></div></div></div></div></div></div></body></html>