January 8, 2020
Wednesday , January 8, 2020
6:00 p.m. - 8:00 p.m.
Dr. Martin Luther King Library, 3rd Floor - SJPL Works 150 E San Fernando St, San Jose, CA 95112


Are you a small business owner with questions about retirement? Then this is seminar you don’t want to miss! Join wealth manager Lee Michael Murphy for an educational meeting regarding the essential aspects of creating a successful retirement plan for small business owners. We will discuss what small business owners need to consider and plan for to make it in retirement. Learn how to minimize taxes, accumulate assets, and transition out of your business.

Course Highlights:

  • Key components to small business retirement planning
  • How to value and transition from your business
  • Asset diversification for small business owners
  • Company retirement plans for business owners
  • Strategies to increase cash flow and decrease taxes in retirement
  • How to maximize Social Security income
  • Demystifying 1031 Exchanges
  • Protecting your assets and legacy in retirement


Register Now