CE Credits (CPAs Only): Defined Benefit Planning and Employer Owned Life Insurance for Small Business Owners!

Hello Oakland Chamber CPA's

I would like to personally invite you to join us for the CE Event for CPA's in my LinkedIn Network.

Please RSVP on or before August 31, 2013; we look forward to meeting you.

CE Credits (CPAs Only): Defined Benefit Planning and Employer Owned Life Insurance for Small Business Owners

When: September 5th 2013

Time: 9:00 - 1030 AM (breakfast will be provided)

Location: Bishop Ranch #8

4000 Executive Parkway, STE 514

San Ramon, CA 94583

(925) 983 - 2900

Speakers:

Victor Ngai, JD, CLU, ChFC

Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPC, CMS

Tim Kao, CFP® Managing Partner, Guardian/Park Avenue Securities


Topic 1: Defined Benefit Planning for Closely Held Businesses (1 hr CE)

Overview:
•How do qualified traditional defined benefit plans and fully insured plans operate for closely held business owners, who want to maximize their retirement contributions?
•How to generate substantial income tax deductions that cannot be realized with a tradition profit sharing or 401(k) plan?
•How to maximize exit or distribution planning for small business owners?

Topic 2: Employer Owned Life Insurance – It’s not just COLI (1 hr CE)

Overview:
•How to ensure that LI cash death proceeds remain income tax-free under employer owned life insurance?
•How does the IRS code work and what are the qualifications?
•How do these strategies maximize business succession planning?

Topic 3: Manage Your Personal Finances w/ Living Balance Sheet (non credit)

Overview:
•How to simply and help clients become better organized financially?
•How to position stronger financial balance?
•How to protect income over time and to increase income at retirement?
​
Tim Kao, CFP®
Managing Partner

P. 925-983-2910 M. 909-709-7777

Life too busy for you to make the most of your money? Check these out:
http://www.thelivingbalancesheet.com/financialbalance
http://videos.thelivingbalancesheet.com/for-your-life

The Guardian Bay Area
4000 Executive Parkway #514, San Ramon, Ca 94583

tim_kao@glic.com www.guardianlife.com


Registered Representative and Financial Advisor of Park Avenue
Securities LLC (PAS) 7 Hanover Square, New York, NY, 10004. (1-888-600-4667)

Securities products and services are offered through PAS, a registered investment
advisor and broker/dealer. OR The Guardian Life Insurance Company of America

(Guardian) NY, NY. PAS is an indirect, wholly owned subsidiary of Guardian.

PAS is a member of FINRA/SIPC.