Free Seminar: Planning Strategies Your Business Can't Live Without
Jan
18
Written by:
1/18/2012 9:14 AM
At this complimentary event, you'll learn from experts in finance, legal, accounting and planning – your key business advisors. Topics will include:
- Succession planning – how to provide a smooth transition of ownership and control
- Retirement planning – helping you realize your dreams
- Estate planning – helping to protect your legacy
- Key employee planning – how to retain and reward your most important employees, including you!
As business owners and working professionals, we understand how difficult it can be to get out of the office and do something that benefits you, not just your business and bottom line. So why not take the last hour of your day and spend it with people who truly are looking out for you? It’s time to invest in yourself and start planning for your future.
| When: | Wednesday, February 1, 2012 |
| Time: | 4:00 pm - 5:00 pm Presentation with key advisors panel |
| 5:00 pm - 6:00 pm Wine and appetizer reception to follow |
| Where: | Plaza Center Building, 2nd Floor Conference Room |
| 10900 NE 8th Street, Bellevue, WA 98004 |
| (Parking available in the Plaza Center building garage.) |
Additional guests are welcome with RSVP. We hope you will be able to join us for this informative business event and presentation.
 | Bryan Kettel, Strategic Planning Partners Bryan is the founder and CEO of Strategic Planning Partners, with over 35 years of experience in financial services and a 20-year career as a real estate entrepreneur working on high-profile residential and commercial projects. Bryan is a Certified Financial Planner™ (CFP®) and has also earned the Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU) designations. He holds Securities Registrations: Series 7, 63, and 65 and is a frequent speaker and panelist at nationwide industry conferences. |
 | Lisa Forrest, Union Bank Lisa is the Vice President of SBA lending in Washington and Oregon for Union Bank, N.A. - a full-service commercial bank providing a broad mix of financial services to businesses and individuals. She has dedicated 22 years of her career to small business finance with an expertise in SBA lending and is a frequent speaker at private seminars and presentations. Her focus is on owner-user commercial real estate, partner buy-out, key manager acquisition, business acquisition, and expansion/growth capital. |
| Robert E. Smith, Pacific Northwest Law Group Bob is a long-standing attorney and member of the Greater Seattle community, with the entirety of his over 35 year professional career spent here in the Pacific Northwest. His practice areas include business law, estate administration and estate planning. He is also a presenter at continuing education seminars and trainings in specific industries and is of counsel with Pacific Northwest Law Group in Redmond, Washington. |