• Make your business work for you

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    Name: Make your business work for you
    Date: March 13, 2014
    Website: http://www.privateocean.com/buck
    Event Description:
    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.
    Location:
    Buck Institute for Research on Aging Novato, CA
    Date/Time Information:
    March 13, 2014 5:30 - 8:30 pm
    Contact Information:
    Michelle Leeds michelle@privateocean.com (415) 526.2900
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    Fees/Admission:
    $30 event fee
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