Time: 6:00 PM - 8:30 PM
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?
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)
Tuesday, February 26, 2013
6:00 PM - Dinner
6:30-8:00 PM - Presentation
OCMA Conference Center
17322 Murphy Ave. Irvine, CA 92614
OCMA Members: Free
(949) 398-8100 Ext. 107
An interactive discussion addressing all aspects of retirement planning