Date: 2/26/2013
Time: 6:00 PM - 8:30 PM
Location:
Irvine, CA
Registration Fees:
Synopsis:
Meet the Experts and get all your questions answered! An interactive discussion addressing all aspects of retirement planning.
Some topics include:
How do I value and sell my medical practice?
Can my Defined Benefit Plan be a part of my business continuation plan?
How can I be sure that I'm minimizing the taxes I should pay?
What can I do to control contributions to my staff?
How much can I spend each year in retirement?
Panelists:
Michael Gorelick, APR - Benefit Equity, Inc. (Pension Expert)
Maria Arriola, CPA - ELLS CPAs & Business Advisors (Tax & Accounting Expert)
Jim Moos, CFP®, CIMA®, CRPS® - Morgan Stanley Smith Barney (Financial Services Expert)
Christopher Majdi, MS, CBA, CHBC - Transition Consultants (Business Evaluation Expert)
Date:
Tuesday, February 26, 2013
Time:
6:00 PM - Dinner
6:30-8:00 PM - Presentation
Location:
OCMA Conference Center
17322 Murphy Ave. Irvine, CA 92614
Price:
OCMA Members: Free
Non-members: $75
RSVP:
http://retirementpreparation.eventbrite.com/
Questions:
Donna McPride
dmcpride@ocma.org
(949) 398-8100 Ext. 107
View Speakers
Event Description:
An interactive discussion addressing all aspects of retirement planning