Wednesday, October 26th and Wednesday, November 2nd 2016
WORKSHOP #1 Topics for WEDNESDAY, OCT 26th, 2016 - 11:00 A.M. – 1:00 P.M.
ORGANIZING/REORGANIZING
WORKSHOP #2 Topics for WEDNESDAY, Nov 2nd, 2016 - 11:00 A.M. – 1:00 P.M.
GROWTH
WORKSHOP #3 Topics – January 2017 – Time and Date TBD
TRANSITION PLANNING
*Registration begins in Dec 2016
WORKSHOP #4 Topics – January 2017 – Time and Date TBD
EXIT AND NEXT LIFE PHASE
*Registration begins in Dec 2016
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Michele R. Hassid, CPA, CGMA and Managing Partner, Eckhoff and Company Since 1984, Michele has been providing services in accounting and auditing in a variety of industries. She expertly assists clients with their financial and operational needs by developing solutions to problems by integrating knowledge from personal experience as an entrepreneur, and utilizing expertise and resources from multiple disciplines within or affiliated with Eckhoff. |
Bruce Frankel, MBA,CFP®, AIF®, CEPA and Managing Partner, Yerba Buena Financial Partners With over 20 years of experience in international and domestic business issues, Bruce specializes in helping successful business owners, independent professionals and real estate investors to optimize their unique tax and financial opportunities as entrepreneurs. Bruce also serves as co-portfolio manager for YBFP. His deep knowledge of entity structuring, tax planning, employee and executive benefits assists clients with business, wealth and estate planning. |
Janina Thomas, CPA, CGMA and Director of Advisory Services, Eckhoff and Company Janina joined Eckhoff in 1996 and has built long-term relationships with Bay Area business owners from a wide range of industries through tax and accounting services including financial statement reviews and compilations. Janina has years of experience implementing efficient business processes and information systems with a focus on quality control and employee training and development. |
*There is no cost to attend the workshops, but we would like to encourage you to make a $100 donation to your favorite charity.
WHO SHOULD ATTEND: Any Business Owners and Executives of Businesses with over $500,000 in net income with a desire to take action to optimize their financial situation, and/or businesses transitioning within 5 years.
Investment advice offered through Yerba Buena Advisory Group, LLC, a Registered Investment Advisor and separate entity from LPL Financial. Bruce Frankel is a Registered Representative with and securities offered through LPL Financial, Member FINRA/SIPC. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific tax issues with a qualified tax or legal advisor.