Financial Planning for Small Business Owners

Please join us for our educational workshop!
 
Financial Planning for Small Business Owners
 
Financial planning for small business owners is complicated – not only are you concerned about your own finances but those of your business and your employees. There are many choices to be made, and legal, financial and emotional layers to each. Let’s talk about these complex issues and give you the tools to plan for tomorrow without leaving money on the table today.
 
Thursday October 24^th, 2019
From 12:00 P.M. to 1:00 P.M.
7 West Way Ct. Lake Jackson, TX
 
 
Join us for this special event as we discuss:
 
1. Protect – How do you make a tax-smart plan? How has the Tax Cuts and Jobs Act changed the landscape?
2. Plan – How do you choose the retirement plan? What are the pros and cons over the long haul?
3. Project – How will you build a legacy when the time comes? How will you plan for succession?
 
Please feel free to bring a guest who may want to learn about financial planning for small business or personal wealth management.
 
RSVP to Dominik Lara at 979-285-0023 or dominik.lara@rpwmadvisors.com by October 23^rd, 2019.
 
We look forward to seeing you there!
 
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.