Event Details

Smarter You - Small Business Strategies

Date: May 12, 2023
Time: 12:30pm-1:30pm

Let’s Get Smart about Small Business On May 12th!

 

As a small business owner himself, Brandon Miller, knows full well what challenges (and opportunities!) go hand in hand with running a small business. If you are making money, we want to make sure that you are using it and saving it smartly. If you aren’t, we’ll talk about that too.

 

When? Well, at our next Smarter You – Small Business on Friday, May 12th at 12:30pm Pacific of course!

 

We’ve enlisted our dear friend and CPA Alex Caldwell,  Partner at Friedlander Cherwon Capper LLP,  to share his wealth of wisdom as well. Alex will address business structure and how to select the best entity for you. Brandon will cover key topics for the self-employed including all retirement plans, pensions and what the Secure Act 2.0 has added in the mix as well as any question you may have.

 

Join the discussion Friday, May 12th at 12:30. RSVP here and join the zoom https://us02web.zoom.us/j/4152153282 or by phone at (669) 900-9128 with Meeting ID: 415 215 3282 day of.

 

Let’s get down to business together,

Your Brio Team

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product.  Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us.