Hot Topics For Business Owners -

What You Need To Know To Grow Your Business in 2018 & Beyond!

Calling All Business Owners

Attend This FREE POWER BREAKFAST With Timely & Important Discussions On Topics Which Affect YOUR Bottom Line!

March’s Lineup Promises Knowledgeable Experts From San Diego, North Carolina & Alabama


Max Bolka (Keynote Speaker & Business & Financial Advisor“Leaving Your Business When, How & To Whom You Want, For The Money You Need.”
On average, up to 80% of your wealth can be tied up in your business. And while that business may represent the culmination of your life’s work, the fact is over 90% of all intergenerational wealth transfers fail, meaning assets are depleted by the time they reach the third generation, often leaving a trail of family resentment behind. Master Planning shows business owners how to begin thinking holistically about the process of eventually exiting without becoming overwhelmed. Learn how to create a plan that avoids the most common pitfalls, so you can successfully transition your business with complete comfort, confidence and control on your terms.

Howard Neiswender (Shareholder at Sirote at Sirote & Permutt, PC Law Firm) “Building Value Before You Sell Or Transfer Your Business” 
Only about 25% of middle market businesses that go to market end up selling, leaving the remaining 75% without solid options for harvesting their wealth and ensuring continuity into the next generation. Regardless of which path you choose, the first step in preparing both you and your business for the future starts with building the value of your business. Learn about “Value Added Methodologies” comprised of systematic processes and initiatives which address targeted improvements designed to increase and preserve both your business and personal wealth, providing you with the freedom to pursue your ultimate long-term goals.

R. J. Kelly (Founder & Chief Visionary Officer of Wealth Legacy Group®, Inc.“You Had Me At ‘Capital Gains Taxes Are Voluntary’”
Most business owners understand their obligation to support the social well-being of the country. This is not a moral obligation, but a financial one mandated by the Government. What few realize, however, is that the government gives you a choice; You can either provide this support through voluntary philanthropy, or you can do it through what we call “Involuntarily Philanthropy”…better known as taxes. It turns out the first option can be much more efficient, effective, and comes with significant tax benefits. Find out about the laws and structures which have been around for decades that can allow you to walk away with up to 99% of the appreciated value when you eventually transition your business.

Sal Capizzi (Chief Sales & Marketing Officer at Dunham & Associates Investment Counsel, Inc.“Why Not Pay Your Investment Manager Based Solely On Results?”
Once you’ve cashed out of your business, why should you pay your Investment Manager when your account goes down? Doesn’t it seem more equitable to pay a fee only when your account goes up, effectively putting your manager on the same side of the table and giving them the added incentive to perform? Well, now you can. Learn how one investment firm has been winning the hearts, minds and assets of businessowners across the country for over 30 years by pioneering the concept of 100% “Performance Based Fee Investing” which has the potential to save significant dollars in your pocket. 

There are two different dates & locations for this exclusive event!

Date: Wednesday, March 21, 2018
Time: 7:00 a.m. to 9:00 a.m.
Location: Corporate Alliance San Diego
9540 Towne Centre Dr., Suite 150
San Diego, CA 92122


Thursday, March 22, 2018
Time: 7:00 a.m. to 9:00 a.m.
Location: The Crossings at Carlsbad
5800 The Crossings Dr.
Carlsbad, CA 92008

There is NO COST To Attend For Business Owners With 
Companies Of 25 Employees Or More (Space Is Limited) 
Free Full Continental Breakfast Buffet Included

(Please Specify Which Date Your Prefer)




Image Credit: Mucahiddinsenturk/Shutterstock

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Suite 103
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942