October 2021

A Note From Rene’

Please don’t miss the opportunity to join us for next week’s complimentary workshop where you can learn about some new concepts managing your proceeds from the sale of your company. Even if you’re not planning to sell in the next handful of years, this information is valuable and it’s never too early to start planning.

Please register simply by sending an email to [email protected] and indicate that you would like to participate. I promise it will be well worth your time.

I hope to see several of you there via Zoom.

Stay well, be grateful.
René

Learn how your business can continue to provide for you and your family after your exit

Join us for a complementary Virtual Workshop on Thursday, October 21st from 11:00 a.m. 12:00 p.m.

You’ve worked hard to grow your business and become profitable. So now what? Join us on Thursday, October 21st from 11am to noon for a presentation by Wealth Management Advisor Chris Vidler, CFP®, CIMA® of Concentric Wealth Partners for an in-depth dive into important savings and tax strategies every business owner should know. Chris will cover topics that include employer sponsored retirement plans, charitable giving strategies, and preparing to sell a business. www.ConcentricWealthPartners.com