This presentation has been described by previous attendees’ as “an inspiring experience” containing “very real world, approachable information”.
SAN RAFAEL, CA (PRWEB) October 09, 2014
Business owners focus so much on their business that they can often neglect personal financial well being. In this eye-opening workshop, Bruce Frankel, MBA, CFP®, AIF®, will outline money strategies to lower income and estate taxes, prepare retirement, and even pass on your business to the next generation. This presentation has been described by previous attendees’ as “an inspiring experience” containing “very real world, approachable information”. A specialist in global business issues, Bruce has unique and comprehensive experience in finance, marketing, and operations as he has worked in over 10 countries, with businesses of all sizes, including small family owned to large corporations.
Boku Kodama, Center Manager for Renaissance Marin said “‘The 7 Biggest Financial Mistakes Made by Successful Entrepreneurs’ provides information that may not be taught in business classes, yet pertains to all business owners. When a business owner applies this information, it can help make a positive impact on an individual’s finances.” Bruce has been working with Renaissance Entrepreneurship Center in Marin for multiple years.
October 15, 2014
Doors open at 5:30 PM, Program Starts at 6:15 PM
1115 Third Street
San Rafael, CA 94901
Free to the first 30 attendee’s who Register for the Event Online, $10 after
Bruce Frankel CFP®, AIF®, is the managing partner of Yerba Buena Financial Partners
Media must RSVP to attend. Media may contact Sally Sauvignon firstname.lastname@example.org or 415-334-8000.
Renaissance Entrepreneurship Center in Marin is a non-profit small business development center. In 2012, launched in partnership with the Marin Community Foundation, Renaissance Marin was born to provide critical access to training, resources and support services designed to help aspiring and established local entrepreneurs achieve their dreams of small business success and financial independence
The mission of Renaissance Entrepreneurship Center is to empower and increase the entrepreneurial capacities of socially and economically diverse women and men, and thereby strengthen our communities through the creation of sustainable new businesses, new jobs, and the promotion of financial self-sufficiency.
Bruce Frankel CFP®, AIF®, is the managing partner of Yerba Buena Financial Partners. His educational background includes an MBA in International Business & Entrepreneurialism with Honors from the EDHEC Business School in Nice, France, and a Graduate Certificate in Financial Planning from Golden Gate University. He is also a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary. To Learn more, visit: http://www.ybfp.com With experience in international and domestic business issues and consulting, he serves as co-portfolio manager for the firm and is responsible for general business and operations management. With his deep knowledge of entity structuring, tax issues, and employee and executive benefits, Bruce is particularly well positioned to assist clients with business planning. He also enjoys using his knowledge and experience to implement investment plans for successful business owners and executives that will help them reduce their tax liability while also saving for retirement. His goal is to empower his clients to make informed decisions regarding their wealth in order to make an impact on the people and causes they care about deeply.
About Yerba Buena Financial Partners, LLC
Yerba Buena Financial Partners, LLC is a private wealth management firm providing truly independent boutique service with a clearly defined dynamic process that seeks to grow and protect wealth. Based in San Rafael and San Ramon, CA. and with clients nationwide, we are dedicated to helping our select individuals, businesses, and non-profit clients make a greater impact on the people and causes they care about deeply.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor.