The webinar will be Wednesday, December 8, 2021 @ 3:00pm via Zoom


Business owners, this one is for you.

On December 8, at 3:00pm PST Jamie Smith and Mark Rooney, founders of The Business Strategies Group of Southern California will be featured guests on a 1-hour Zoom webinar to share everything you need to know about:

  • Employee Benefits (Health/Dental Insurance, Financial Wellness Programs, etc.)
  • Executive Benefits (Executive Compensation, Select Executive Retirement Plans, etc.)
  • Business Exit Succession & Transfer (Key Person Insurance, Exit Planning Strategies, etc.)
  • Company Retirement Plans (Profit Sharing, 401(k) Plans Including ESOP, SEP, IRA, etc.)

Here’s why I’ve asked them to be featured guests:

1. These are all thing that business owners should be informed on so you can make the right decisions (whether or not you decide to implement any of them).

2. The Business Strategies Group is a one-stop-shop to get information about each of these in one place.

If you’re looking for ways to protect, preserve, and pursue more value from your business (in a tax efficient way), do not miss this webinar.

To get all the webinar information and to register, click this link

We’ll be recording the webinar and sending the recording to everyone who registers so be sure to register even if you can’t make it, but want to watch the recording.

And feel free to share this with anyone who you think might benefit.