Hosted by Westpac Wealth Partners
The Presentation is designed for those running architectural firms.
Lean how to position your business now for a future succession or exit plan and how to set up your business to minimize overall tax burden, including the use of advanced retirement plans & income shifting strategies.
Learn the importance of business valuation and strategies to increase the value while retaining key employees.
Our Speakers will be
Donald Pearson CFP, ChFC, RICP, WMCP, MBA | Wealth Management Advisor, WestPac Wealth Partners (left)
Donovan Thiessen, CPA | Founder, The Accountant, LLC (right)
Brennan Drew, CExP, Vice President of WestPac Wealth Partners (bottom)
This program will be a hybrid event. When you register, you will be asked to indicate if you will attend in person or on ZOOM
There is no charge to attend but registration is Mandatory.
If you register to attend in person and do not show up, even if you attend via ZOOM, you will be invoiced $35
Lunch will be provided for in-person attendees.
No Walk-ins will be admitted.
City of Las Vegas provides FREE street parking downtown between 11:30 am – 1:30 pm
This program is registered for 1 AIA CELU