A Sensible Approach to Financial Strategies for Business Owners

You are cordially invited to attend a special presentation: “A Sensible Approach to Financial Strategies for Business Owners”

Hosted by: Russ Singer, CFP®, MBA Financial Planner CA Insurance License 0E02706 Oscar Robles Financial Planner CA Insurance License 0F92861

Date: Wednesday, July 16, 2014 Time: 5:00 – 6:30 PM

Place: Microsoft Store, 865 Market Street, Space 257, San Francisco CA 94103

To reserve your space, please contact Russ Singer MetLife Email: rsinger@metlife.com

Telephone: (925) 949-7427

If you’re like most business owners, you have several financial goals for your business, your family, and your own retirement. While there are several strategies for meeting these goals, there are also several things, such as disability, loss of a key employee, or the death of a partner that can sabotage your plans. At this presentation, we’ll inform you about how you can take control and will cover such topics as:

• The continuation of your business and your family’s well being in the event of your, or a partner’s, death or disability

• Estate taxes; how they may negatively impact a business and steps you can take to ensure this doesn’t happen

• Strategies for retaining key people that benefit both your business and your top employees

• Effective approaches you can take to save for your own retirement

• Trusts, and the role they can play in continuing your business Join us for this very special presentation to learn what you can do to reach your business’ financial goals while protecting all you’ve worked so hard to build.