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Financial Planning for You and Your Staff:Small Business Expo

Financial Planning for You and Your Staff

Steve Mayer

SD Mayer & Associates LLP

San Francisco

This workshop is intended to provide financial planning strategies to small- and medium-sized business owners, which they can offer to their staff as a benefit. Our firm wrote the book on financial planning and will share some of our tips, tricks and benefits of solid financial planning, not just for retirement, but for future costs of college education for the kids, cars, travel and more.

INTENDED AUDIENCE:
Business Owners

KEY TAKEAWAYS:
• Learn about retirement benefit planning for your business and staff.
• Learn about our 5 Buckets, 4 Shovels, a Beach and a Map approach to thinking about financial security.
• Find out how you can apply these principles to your own business.

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