Event Details

Smarter You: Small Business Strategies

Date: January 19, 2024
Time: 12:00pm-1:00pm

Are you or someone you know a small business owner? Are you able to see beyond the day-to- day operations to make sure you are being smart about today as well as tomorrow? Not sure? Then join us on Friday, January 19th for our Smarter You: Small Business Strategies. Brandon Miller, a small business owner himself, will walk us through some key strategies for success including:

 

  • Selecting the Right Business Entity
  • Tax Pros and Cons
  • Retirement Plan Options
  • Protections
  • Succession Planning

Sound good? RSVP here and join us on Friday, January 19th at noon Pacific. We love getting
smarter with you!

With thanks,

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.