Retirement Planning
Schedule
Tue Apr 30 2024 at 08:00 am to 09:30 am
Location
17170 Bernardo Center Drive , Mahogany Room San Diego, CA 92128 | Poway, CA
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Date & Time: April 30, 2024, 10:00am PDTCost: $25.00
Duration: 90 minutes
Language: English
Location:
Oasis Learning Center
17170 Bernardo Center Drive , Mahogany Room
San Diego, CA 92128
Join Us! Register Here:https://www.score.org/sandiego/event/retirement-planning
Discover the roadmap to a fulfilling retirement as a business owner in our comprehensive workshop on Retirement Planning. With retirement looming, it's startling that many business owners lack a solid plan for this crucial phase. Join us to delve into the vital aspects of retirement preparation, tailored specifically for entrepreneurs. Throughout the workshop, we'll explore diverse retirement strategies, investment vehicles, and tax-efficient planning methods.
We'll address the unique challenges and opportunities faced by business owners, ensuring you're equipped to navigate this transition seamlessly. From succession considerations to wealth preservation, gain invaluable insights and actionable steps to craft a retirement plan that secures your financial future while maximizing the legacy of your business.
This workshop will be held IN-PERSON ONLY. Registration deadline is 9:00PM the day before all events.
Presented by: Alex Lashkari
As a Financial Services Executive and Managing Associate at GoldBank Financial, I specialize in empowering individuals and businesses with personalized financial guidance. My expertise lies in delivering results-driven solutions, focusing on risk mitigation strategies, business protection, individuals and group benefits, and wealth transfer. I bring astute leadership, strategic financial services coaching, and relationship-building to optimize team performance and drive business growth.
Event Location:
Oasis Learning Center
17170 Bernardo Center Drive
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Where is it happening?
17170 Bernardo Center Drive , Mahogany Room San Diego, CA 92128, 17170 Bernardo Center Dr, San Diego, CA 92128-2002, United States,San Diego, California, PowayEvent Location & Nearby Stays:
