Workshops

Financial: "Financial and Tax Planning for the Long Run"

• What a financial plan does
• Benefits of an estate plan
• The power of life insurance
• Asset allocation principles
• Tax considerations and strategies
• Personal financing solutions

Who should attend

This workshop is designed for top management individuals interested in increasing their personal financial control. It is of particular interest to individuals concerned about the current market conditions and how to effectively plan for them.

Presenter

Jerome B. Spector, CPA & Michael E. Spector, CPA – Spector & Associates, LLP

Location

Thoits Insurance Service, Inc. (Directions)
160 W. Santa Clara Street, 12th Floor
San Jose, CA 95113
408.792.540

Workshop duration

Number of Days: 1
Time: 9:00 A.M. to 11:30 A.M.
Check-in: 8:30 A.M.

Cost

Workshops are complimentary with pre-registration.

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