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CALPASC Orange County/Inland Empire Regional Membership Meeting Luncheon
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6/28/2016
When: 06/28/2016
12:00 PM
Where: McCormick & Schmick's Grille
321 West Katella Avenue
Anaheim, California  92802
United States
Contact: David Murillo
916-704-2638


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You are invited to attend the CALPASC Orange County/Inland Empire Regional Membership Meeting Luncheon.


Program:


Exit Planning for Business Owners

 

Learn How To:

-Retire when and how you want to

-Maximize the value of your business

-Plan for contingencies

 

Answers to the Questions:

-What if you don’t want to do this anymore?

-What if something happens to you?

-What if you lose key people?

- What if your children don’t want to be in the business?

 

Also: Legislative Update by CALPASC Staff on hot issues facing the industry.

 

Presenter:

 

Frank Juliano—Juliano Financial Services

 

For the past 16 years, Frank has been a Financial Services Representative with the Principal Financial Group® and Registered Representative and Financial Advisor of Princor Financial Services Corporation. Frank’s practice is comprised of businesses, executives and individuals. In the business arena, He works with numerous companies in such areas as key person coverage, 401(k) plans and health insurance. Frank is a proud member of CALPASC and has experience working with trade contractor company owners. 


 

Registration Pricing 

  • First member registration is Free
  • Subsequent registrations are $25.00 ea.
  • Non-member guests by invitation only.

 

 

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