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Make your business work for you
Please join us for a practical discussion on retirement and succession planning for business owners.
A handful of critical decisions can transform your business into the asset you need it to be. Learn from seasoned veterans how you can create a disciplined financial plan — including tax and investment strategies for your future succession or retirement. Discover how intelligent planning can help you maximize the value in your business — and the happiness in your life.
March 13, 5:30 - 8:30 pm
The Buck Institute, Novato, CA
Presenters and topcs:- Richard Stone, CFP© - Chairman, Private Ocean: "Planning for your Long-Term Financial Security"
- Teresa Pahl, JD - Partner, Hanson Bridgett: "Smart Strategies for Selling Your Business"
- Tim Jorstad, CPA - Founder, Jorstad & Associates:Start Minimizing Your Tax Exposure Now"
Sponsored by North Bay Business Journal, Marin Magazine and North Bay Biz.
Reserve your seat at www.privateocean.com/buck. $30 event fee.Make your business work for youDate and Time
Thursday Mar 13, 2014
March 13, 2014 5:30 - 8:30 pm
Location
Buck Institute for Research on Aging Novato, CA
Fees/Admission
$30 event fee
Website
Contact Information
Michelle Leeds michelle@privateocean.com (415) 526.2900
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