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Caring For You and Your Family Business
Introductory Remarks from:
- Ken Ude, Director of the USC Marshall Family Business Program
- Lee S Hausner, Phd, Senior Advisor-USC Marshall Family Business Program
- Pat Murphy, President of Mater Dei High School
Presentations by multiple financial experts and speakers including:
- Juris Doctorates (JD)*
- Masters in Taxation (LLM)*
- Certified Public Accountant
- Accredited Investment Fiduciary (AIF®)
- Accredited in Business Valuation (ABV)*
- Certified Financial Planner Practitioners (CFP®)
- Chartered Financial Consultants (ChFC®)
- Certified Fund Specialist (CFS)
- Certified in Long Term Care professional (CLTC)
Workshop 1 - August 10, 2017 - Register by 8/1
How do you plan for exiting your business and prepare now to maximize assets at a major liquidity event?
- Creating a roadmap for your personal finances to make business exit decisions
- The timing of estate planning decisions before exiting your business can dramatically impact your finances
- What are the options for exiting your business?
- How do you create an income stream for retirement after exiting your business?
Workshop 2 – September 14, 2017 - Register by 9/5
Nurturing a Sense of Loyalty and Promoting Growth within the Company through Tried and True Compensation Strategies- 90% of Fortune 500 Companies have plans in place for their key executives, should you?
- Techniques to retain and motivate your critical employees
Workshop 3 - October 12, 2017 - Register by 10/3
Positioning Yourself and Your Business in an Environment of Ever Escalating Personal Risks and HealthCare Costs
- Protecting personal assets - How business owners and principles may need to approach their personal insurance programs differently
- Identifying and mitigating personal risks you may be unaware of
- Controlling costs and offering competitive healthcare benefits to your employees
Workshop 4 - November 9, 2017 - Register by 11/1
The Benefits of Trust Strategies, Philanthropic Methodology, and Implementation
- Comprehensive trust strategies help you protect assets and secure your legacy
- Reviewing the benefits of how philanthropy enhances tax benefits
- Comprehensive case study that will guide you to implementing wealth management strategies
2018 USC Family Business Owner Symposium – To Be Announced
Date and Time
Thursday Aug 10, 2017
7:45 AM - 9:30 AM PDTDate: August 10, 2017
Time: 7:45am-930amLocation
Tax & Financial Group
3rd Floor Conference Room
4001 MacArthur Blvd.
Newport Beach, CA 92660Fees/Admission
Complimentary
Contact Information
Erina Kohara Tax & Financial Group 949-223-8370 erina.kohara@tfgroup.com
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