BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P3D REFRESH-INTERVAL:P3D CALSCALE:GREGORIAN BEGIN:VEVENT DTSTART:20170810T144500Z DTEND:20170810T163000Z X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:Caring For You and Your Family Business DESCRIPTION:Introductory Remarks from: \n\n\n Ken Ude\, Director of the USC Marshall Family Business Program\n Lee S Hausner\, Phd\, Senior Advisor-USC Marshall Family Business Program\n Pat Murphy\, President of Mater Dei High School\n\n\nPresentations by multiple financial experts and speakers including: \n\n\n\n Juris Doctorates (JD)*\n Masters in Taxation (LLM)*\n Certified Public Accountant\n Accredited Investment Fiduciary (AIF )\n Accredited in Business Valuation (ABV)*\n Certified Financial Planner Practitioners (CFP )\n Chartered Financial Consultants (ChFC )\n Certified Fund Specialist (CFS)\n Certified in Long Term Care professional (CLTC)\n\n______________________________________________________________________________________\n\n\n \n \n \n \n\n Workshop 1 - August 10\, 2017 - Register by 8/1\n\n How do you plan for exiting your business and prepare now to maximize assets at a major liquidity event? \n\n \n Creating a roadmap for your personal finances to make business exit decisions\n The timing of estate planning decisions before exiting your business can dramatically impact your finances\n What are the options for exiting your business?\n How do you create an income stream for retirement after exiting your business?\n \n \n \n \n \n \n\n Workshop 2 September 14\, 2017 - Register by 9/5\n Nurturing a Sense of Loyalty and Promoting Growth within the Company through Tried and True Compensation Strategies\n\n \n 90% of Fortune 500 Companies have plans in place for their key executives\, should you?\n Techniques to retain and motivate your critical employees\n \n \n \n \n \n \n\n Workshop 3 - October 12\, 2017 - Register by 10/3\n\n Positioning Yourself and Your Business in an Environment of Ever Escalating Personal Risks and HealthCare Costs \n\n \n Protecting personal assets - How business owners and principles may need to approach their personal insurance programs differently\n Identifying and mitigating personal risks you may be unaware of\n Controlling costs and offering competitive healthcare benefits to your employees\n \n\n \n \n\n \n \n \n \n \n \n \n \n Workshop 4 - November 9\, 2017 - Register by 11/1\n\n The Benefits of Trust Strategies\, Philanthropic Methodology\, and Implementation\n\n \n Comprehensive trust strategies help you protect assets and secure your legacy\n Reviewing the benefits of how philanthropy enhances tax benefits\n Comprehensive case study that will guide you to implementing wealth management strategies \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n 2018 USC Family Business Owner Symposium To Be Announced X-ALT-DESC;FMTTYPE=text/html:
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Introductory Remarks from:  \; \;

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Presentations by multiple financial experts and speakers including:  \;

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Workshop 1 - August 10\, 2017 - Register by 8/1

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How do you plan for exiting your business and prepare now to maximize assets at a major liquidity event? \;

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  • Creating a roadmap for your personal finances to make business exit decisions
    • \n
  • The timing of estate planning decisions before exiting your business can dramatically impact your finances
    • \n
  • What are the options for exiting your business?
    • \n
  • How do you create an income stream for retirement after exiting your business?
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Workshop 2 &ndash\; September 14\, 2017 - Register by 9/5

\n Nurturing a Sense of Loyalty and Promoting Growth within the Company through Tried and True Compensation Strategies\n\n
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  • 90% of Fortune 500 Companies have plans in place for their key executives\, should you?
    • \n
  • Techniques to retain and motivate your critical employees
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Workshop 3 - October 12\, 2017 - Register by 10/3

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Positioning Yourself and Your Business in an Environment of Ever Escalating Personal Risks and HealthCare Costs \; \;

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  • Protecting personal assets - How business owners and principles may need to approach their personal insurance programs differently
    • \n
  • Identifying and mitigating personal risks you may be unaware of
    • \n
  • Controlling costs and offering competitive healthcare benefits to your employees
    • \n
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Workshop 4 - November 9\, 2017 - Register by 11/1

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The Benefits of Trust Strategies\, Philanthropic Methodology\, and Implementation

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    \n
  • Comprehensive trust strategies help you protect assets and secure your legacy
    • \n
  • Reviewing the benefits of how philanthropy enhances tax benefits
    • \n
  • Comprehensive case study that will guide you to implementing wealth management strategies \;
    • \n
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2018 USC Family Business Owner Symposium &ndash\; To Be Announced

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\n LOCATION:Tax & Financial Group 3rd Floor Conference Room 4001 MacArthur Blvd. Newport Beach\, CA 92660 UID:e.2848.753 SEQUENCE:3 DTSTAMP:20260505T205504Z URL:https://santaanachamber.com/events/details/caring-for-you-and-your-family-business-753 END:VEVENT END:VCALENDAR