Retirement and Tax Planning for Business Owners

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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

September 22, 2011
8:00 am – 10:00 am  
Registration at 7:30 am 

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

Driving Directions 

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