Retirement and Tax Planning for Business Owners

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

Where:
Chollas View Room
Joe & Vi Jacobs Center
404 Euclid Ave.
San Diego CA. 92114 

Driving Directions