Retirement and Tax Planning for Business Owners
Continuing our Small Business Sustainability & Growth Series
ACCION San Diego and Douglas D. Shoemaker
invite you to join us for this FREE seminar!
You will learn about….
- Specific investment opportunities designed for business owners.
- Three categories of investment taxation and which one you want
- The difference between a financial product and a financial P.L.A.N.
- Four tenets by which you should evaluate potential investments.
- How to obtain TRUE diversification within your portfolio.
- Strategies to take emotion out of investing.
and co-founder of Total Wealth Management, Inc.
He specializes in helping small business owners, families
and individuals achieve financial independence and empowerment
September 22, 2011
8:00 am – 10:00 am
Chollas View Room
Joe & Vi Jacobs Center
404 Euclid Ave.
San Diego CA. 92114