Retirement and Tax Planning for Business Owners2011-08-232011-08-23http://dev.jacobscenter.org/wp-content/uploads/2015/01/jaobs-logo-dark2.pngWhat's New In the Diamondhttp://dev.jacobscenter.org/wp-content/uploads/2015/01/jaobs-logo-dark2.png200px200px
Retirement and Tax Planning for Business Owners Presented by Douglas D. Shoemaker, CFP
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.
Douglas D. Shoemaker is a Certified Financial Planner
and co-founder of Total Wealth Management, Inc. He specializes in helping small business owners, families and individuals achieve financial independence and empowerment