Retirement Planning for Small Business Owners

Event Information

Share this event

Date and Time

Location

Location

SF LGBT Center

1800 Market St

San Francisco, CA 94102

View Map

Event description
A workshop about retirement planning considerations for small business owners.

About this Event

Being a small business owner can be a fulfilling experience both emotionally and financially. But of course, you have to plan for it. Come join us to learn which retirement planning strategies will work best for your unique situation.

If you need more concrete info:

There’s a whole alphabet of retirement plans a business owner can set up. Come let us teach you the differences between SEPs, SIMPLEs, IRAs, 401(k)s and even pensions.

Bio

As Brio’s founder, much of their team’s culture comes from Brandon. His commitment to clients’ best interests — and focus on building a firm where people can feel comfortable and have fun — drives how their team operates each day.

Brandon specializes in supporting the unique needs of non-traditional families, and he is proud to serve our region in all its diversity. He develops financial plans unique to his clients’ specific values and dreams, and works to ensure that they are responsibly managing and protecting their assets. Brandon understands that both life and wealth can be complex, and he is passionate about helping clients navigate whatever paths they walk down.

Deeply analytical and truly open-minded, Brandon’s work as a wealth advisor covers all areas of clients' financial lives. From addressing concentrated stock positions and planning for retirement to managing family dynamics and beyond, Brandon offers each client the attention and care they need.

This is part of a series of business workshops we have at the SF LGBT Center for our Small Business Day on Oct. 12. The other two workshops are,

11:30 to 1:00 Non-Employee Workers: What You Don't Know About Working With (or As) Contractors, Interns, and Volunteers

3:00 to 4:30 How Branding and Marketing Work: An Interactive Workshop

Date and Time

Location

SF LGBT Center

1800 Market St

San Francisco, CA 94102

View Map

Save This Event

Event Saved