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Free Event: Unique Solutions for Physician's Business's & Retirement Needs

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American Riviera Bank Goleta Branch

5880 Calle Real

Goleta, CA 93117

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Event description
WestPac Wealth Partners & American Riviera Bank offer physicians unique solutions for all their business and retirement needs

About this Event

Do you know if you qualify for the new 20% deduction for practices and service businesses? You will learn how in this intimate upcoming session on how to maximize the new tax law and reduce your taxes up to 120% the first year and up to 70% reduction going forward using our deduction strategy.

Trifecta Solution, a WestPac Wealth Partners team, is proud to join forces with American Riviera Bank to offer physicians on the Central Coast unique solutions for all their business and retirement needs.

Event Details:

Venue: American Riviera Bank, 5880 Calle Real Suite A, Goleta

Date: Wednesday, August 21, 2019

Time: 5:30-7:30 pm

  • 5:30-6:00 Networking
  • 6:00-6:15 Introduction from American Riviera Bank
  • 6:15-7:00 WestPac presentation with open Q&A

This event is FREE and open to physicians and their guests!

Refreshments will to be provided by American Riviera Bank

Event Description:

WestPac knows that as taxes increase, many physicians are looking for a solution that:

  • Reduces their tax liability
  • Is paid for by their practice
  • Increases their retirement savings

WestPac’s solution is the Macro Pension for medical professionals. The result is that your taxes drop up to 120% the first year, and 50-70% thereafter.

This event is brought to you by:

  • Jonathan Barrera, CFF, WestPac Wealth Partners
  • Raquel Naranjo, JD, WestPac Wealth Partners
  • Jason B. Wilson, Vice President of the American Riviera Bank in Santa Barbara.

Presenter bios:

Jonathan started his journey specializing in financial education and financial wellness in 2011. Through his time in the financial sector, Jonathan found his tax and accounting background laid a path to helping others understand tax strategies and financial strategies that assist his clients with maximizing their planning potential and keeping as much money as possible in their own pockets.

Raquel assists with all aspects of advanced planning and risk management. She works closely with her colleague Jonathan Barrera in helping their clients understand tax and financial strategies and maximizing their planning potential. They specialize in working with physicians, CPA’s attorneys and executives of business.

Jason is a Senior Vice President with American Riviera Bank in Santa Barbara. He has been in commercial banking for 18 years in Santa Barbara. Jason does all types of loans which include owner- occupied and non-owner occupied commercial real estate, lines of credit to businesses and individuals, equipment loans, acquisition loans, leverage finance, tenant improvement loans and commercial construction. Jason is a Director on the Santa Barbara Athletic Round Table board, a Director on the Santa Barbara Bowling Association board, volunteers for the zoo, sits on the American Heart Association Heart Walk committee and is part of the management team on a newly formed church in Santa Barbara. Jason is a past graduate of the University of Iowa with a double major in finance and marketing and is married to his wife Erin.

RSVP today to reserve your spot for this powerful discussion and educational event.

For more information contact:

Raquel Naranjo - raquel.naranjo@westpacwealth.com

Natalie Maloney – nmaloney@sbmed.org

https://www.trifectasolution.com/

https://www.ccmahealth.org

*WestPac is a partner with the Central Coast Medical Association*

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American Riviera Bank Goleta Branch

5880 Calle Real

Goleta, CA 93117

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