Entrepreneurs Cafe: The 7 Biggest Financial Mistakes Made by Successful Entrepreneurs 

As new business owners, we're focused so much on our business that we neglect our personal financial well being. In this eye-opening workshop, Bruce Frankel will outline money strategies to lower taxes, secure retirement and even pass on your business to the next generation. Bruce has many years of financial planning for entrepreneurs. His goals is helping more people to secure their future.

Please note that this presentation will be videotaped, we will ask each participant to sign a media release form at the day of the event. If you have questions, please call 415-755-1124. Thanks.

Date: October 15, 2014

Time: Doors open at 5:30 PM, Program Starts at 6:15 PM

Free to the first 30 Sign-Ups. $10 after. 

About the guest speaker: 

Bruce Frankel CFP®, AIF®, is the managing partner of Yerba Buena Financial Partners. With experience in international and domestic business issues and consulting, he serves as co-portfolio manager for the firm and is responsible for general business and operations management. With his deep knowledge of entity structuring, tax issues, and employee and executive benefits, Bruce is particularly well positioned to assist clients with business planning. He also enjoys using his knowledge and experience to implement investment plans for successful business owners and executives that will help them reduce their tax liability while also saving for retirement.

A specialist in global business issues, Bruce has unique and comprehensive experience in finance, marketing, and operations, and has worked with companies of all sizes, from small family operations to large corporations. His educational background includes an MBA with Honors from the EDHEC Business School in Nice, France, and a Certificate in Financial Planning from Golden Gate University. He is also a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary.