• Make your business work for you

    • Share:
    Name: Make your business work for you
    Date: October 24, 2013
    Time: 5:30 PM - 8:30 PM PDT
    Website: http://www.privateocean.com/1024
    Event Description:
    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.
    Event Media:
    Location:
    StoneTree Clubhouse, Novato, CA
    Date/Time Information:
    October 24, 5:30-8:30 pm
    Contact Information:
    Reserve a seat at www.privateocean.com/1024 or call Michelle Leeds at 415.526.2900.
    Send an Email
    Fees/Admission:
    $30 fee includes drinks and hors d?oeuvres. Capacity limited to 100 people.
    Set a Reminder:
    Enter your email address below to receive a reminder message.
    Please complete the Captcha