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Make your business work for you
Please join us for an insightful 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.
Presenters and topcis:- 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 Marin Magazine and North Bay Biz.
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Date and Time
Thursday Oct 24, 2013
5:30 PM - 8:30 PM PDTOctober 24, 5:30-8:30 pm
Fees/Admission
$30 fee includes drinks and hors d?oeuvres. Capacity limited to 100 people.
Website
Contact Information
Reserve a seat at www.privateocean.com/1024 or call Michelle Leeds at 415.526.2900.
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