Actions and Detail Panel
CB Bain Seal | Dergalis: Financial Strategies Workshop | Tacoma | May 17th...
Wed, May 17, 2017, 12:30 PM – 4:00 PM PDT
FINANCIAL STRATEGIES WORKSHOP
Instructor: Carl Bailey
Class Schedule & Descriptions:
(12:30pm-1:30pm) Financial Strategies 101
- Get started on smart financial management by:
- Setting goals
- Paying yourself first
- Keeping emergency reserves
- Using company retirement plan
(1:45pm-2:45pm) Retirement Plans for Small Business Owners
- Evaluate different retirement plan options
- Develop a strategy unique to your business
- Set up an appropriate plan for your business
(3:00pm-4:00pm) Social Security, Medicare & Long-Term Care
- Get in-depth information on these topics:
- What are the alternatives to Medicare?
- Are there other options to pay for long-term care?
- Will early retirement really mean less Social Security?
- If you cannot attend it is very IMPORTANT that you CANCEL your registration! CLICK HERE for step-by-step instructions.
- A minimum of 12 attendees is required. In the case of a rescheduled class, those registered attendees will be notified.
- We respectfully ask that brokers, who are sick, consider their fellow colleagues and abstain from attending classes until they are no longer sick.
- This is a CBBain|Seal event, offered specifically to our CBBain|Seal brokers only.