Asset Preservation Strategies and Objective Capital Invite You to Attend Our Community Insights Program

Community Insights are business owner round tables offered to estate, financial, business, real estate, as well as, long-term care planning clients. ComIns are designed to introduce you to the various planning options that facilitate achieving your goals. You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s marketplace.

Community Insights will be held at the following location:

The Southern California Institute

3636 Nobel Drive, Suite 450

San Diego, CA 92110

First Name *
Last Name *

Guest Name

Company

Email *

Phone *

Thursday, August 2, 2018 from 8:30am - 11:00am

Someone is Interested in Buying My Business - What Do I Do Now?; presented by Greg Banner, CFP®, CLU®, CRTP and Trever Acers, Managing Director
The Four Questions Every Business Owner Should Clearly Know the Answers To; presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Steve Mancini, Esq.

Thursday, September 6, 2018 from 9:30am - 11:00am

The Five Stages of Business - Resulting in Business Suuccess, Stability, and/or Transition; presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Shelley Lightfoot, Partner

Thursday, October 4, 2018 from 8:30am - 11:00am

Strategies to Consider at This Critical Juncture in Your Business and Personal Life: Navigating a Sale, Risk Mitigation, and Tax Reduction; presented by Greg Banner, CFP®, CLU®, CRTP and Trever Acers, Managing Director of Objective Capital
The Four Questions Every Business Owner Should Clearly Know the Answers To; presented by presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Steve Mancini, Esq.

Thursday, November 1, 2018 from 9:30am - 11:00am

The Five Stages of Business - Resulting in Business Success, Stability, and/or Transition; presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Shelley Lightfoot, Partner