Make your business
work for you.
A practical discussion on retirement and succession
planning for North Bay business owners.
March 13, 5:30-8: 30 pm
The Buck Institute, Novato, CA
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.
Presented by Private Ocean
with Hanson Bridgett and Jorstad & Associates.
Sponsored by Marin Magazine, North Bay Business Journal and
$30 fee includes drinks and hors d’oeuvres.
Capacity is limited. Please register early. Our last event sold out.
To learn more and register, visit www.privateocean.com/Buck
or call Michelle Leeds at 415.526.2900.
Personal, powerful wealth management
Tim Jorstad, CPA
Founder, Jorstad & Associates
Start Minimizing Your Tax
Teresa Pahl, JD
Partner, Hanson Bridgett
Smart Strategies for Selling
Richard Stone, CFP©
Chairman, Private Ocean
Planning for Your Long-Term
Back by popular demand