Business and Financial Life Planning for Success Seminar
Are you ready to learn several new strategies for your business and financial life that will allow you reduce risk and keep more of what you make?
On Thursday, June 2nd at 5:00pm, Illumination Wealth and Kimball, Tirey & St. John LLP are hosting an intimate seminar about how to achieve important financial priorities while taking steps to cement the prospects for your business success.
Rather than struggling to fit your unique goals and lifestyle into everyone else’s blueprint, you will learn how smart entrepreneurs are taking advantage of special personal finance opportunities and planning strategies that are unique to business ownership
- Have you ever wondered which business entity is the most ideal for your business?
- Were you aware that certain business entities cannot only reduce personal liability but also reduce taxes?
- Did you know that there is a way to legally beat the IRS retirement plan contributions limits through proper planning?
- Do you know if your estate plan has been set up properly?
- Could you be making one of the most common estate planning mistakes?
This complimentary seminar will feature financial, business law and estate planning experts, Matt Rinkey, Founder of Illumination Wealth Management and Lori Bolander and Jamie Sternberg, Partners at Kimball, Tirey & St. John LLP. We will answer all of these questions and more. Refreshments will be served while you network with some of San Diego’s most successful business owners.
Where?
Kimball, Tirey & St. John LLP
7676 Hazard Center Drive, Suite 900
San Diego, CA 92108
When?
Thursday, June 2, 2016
5:00-7:00 PM
Reserve your seat by May 26th by emailing michelle@illuminationwealth.com. Seating is limited