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OVERVIEW

Join me at VJB Vineyards & Cellars for FREE breakfast, lunch, snacks, and wine while you learn advanced strategies to save taxes, improve cash flow, and grow your business and personal wealth.

This must-attend event is for all Sonoma & Napa County business owners. At this small gathering of business owners, you will learn…

  • Strategies to create deductions of over $2 million if your business currently pays commercial insurance premiums
  • How to provide tax-advantaged coverage for your uncovered business risks
  • New employee retention benefits that don’t require you to pay employees more money or offer it to all of your employees
  • Tax-free retirement income planning strategies for business owners and their key employees
  • How to assess your current buy/sell agreements to be sure you are covered with death, disability, retirement, or sale of your business
  • A proven system to reduce workers compensation costs, stop claims and become a culture of safety
  • How to position your business for sale or transfer so you won’t have to pay capital gains

SCHEDULE

8:30-9:00am – Sign In & Breakfast

Sign in, grab a coffee and something to eat. Pastries, fruit and vegetable frittata will be available.


9:30 am-11: 00 am – Turning Risk Into Wealth™ presented by Todd Bailey, J.D. MAcc & Paul Mason, ESQ


11:00 am-12: 00 pm – W.I.N. Performance Management presented by Lynne Wallace

Unleash the power that could be…not a continuation of what has been.  Learn how to tap into this power.


12:00 pm-12: 30 pm – Lunch – sponsored by Josh Sterling, Camas Wealth Advisor

Enjoy wood-fired pizza by Red Rooster Pizza at VJB Vineyards & Cellars.


12:30 pm – 1: 30 pm – Employee Retention Planning presented by Rick Bailey, J.D., MAcc, CFP®

Learn how businesses are using a unique employee retention benefit strategy to attract and keep their valuable employees that don’t require you to pay employees more money or offer it to all of your employees.


1:45 pm – 2: 30 pm – Analyzing Buy/Sell Agreements presented by Josh Sterling

Learn what every business owner needs to know when creating or changing their buy/sell agreements. If you have a buy/sell in place, bring a copy and have it reviewed during the event.


2:30 pm – 3: 30 pm – Complimentary Wine Tasting – sponsored by Josh Sterling, Camas Wealth Advisor

Enjoy VJB Vineyards & Cellar’s Italian varietals grown in Sonoma Valley.

EVENT SPEAKERS

These expert speakers are some of the nation’s best financial, tax, and estate planners and they will show you exactly why business owners across the country are implementing these proven concepts.

Rick Bailey is one of the most highly-renowned estate planners in the United States. As a Certified Financial Planner with a Master’s degree in Accountancy/Taxation as well as a Juris Doctorate, Rick Bailey is a highly valuable asset to private clients, business owners, and their CPAs, attorneys, and financial advisors for his expertise in advanced estate planning and case design.

Rick’s years of experience in legal, tax, and financial services have attracted thousands of high-net-worth private clients and his upfront planning fees start at $25,000.  He has authored numerous articles and given many presentations on topics such as business planning, succession planning, income-tax strategies for closely-held businesses, asset protection, buy-sell agreements, and wealth-preservation strategies. His latest book, titled “Orchestrate Your Legacy,” has been well-received by critics.

Josh SterlingJosh Sterling is a Wealth Advisor and the Executive Vice President of Advisor Development for Camas.  Over the past 10 years, he has enjoyed helping his clients with business, estate, tax, financial and insurance planning.  His expertise is in advanced planning strategies and case design for life insurance planning for corporations, estates, and individuals.  Josh feels clients are best served by a well-rounded team of advisors made up of attorneys, tax professionals, investment advisors and related planning partners. As a former college coach and athlete, he places a high value on teamwork. His favorite cases are when he is working with multiple advisors developing proven solutions to grow and protect the client’s wealth.  Josh also provides in person or virtual training on key advanced planning concepts, case design, marketing, business development and much more for other advisors, agents or partners. Josh is a member of the internationally recognized Million Dollar Round Table (MDRT). In 2016 he was named by Pacific Life Insurance Company to their “40 under 40” list.

Lynne has more than 20 years of leadership experience in providing strategic risk management, insurance, and corporate culture solutions for top-tier, multi
-location, and high growth companies. With particular expertise in coordinating complicated risk portfolios, Lynne creates organizational systems and tools that give clients a competitive edge in their industry. She is a dynamic speaker, and considered to be among the top one percent of insurance professionals nationally.
Lynne is the founder of CompZone™, a system to ensure the lowest workers compensation cost.

Todd is President and CEO of Fortress Risk Management based out of Colorado Springs, Colorado.

As an attorney who also holds a masters degree in accounting, Todd is one of the most sought-after estate planners for high net worth individuals and business owners in the country.

He has a unique specialty in risk management and is one of the nation’s top experts in Captive Insurance and Captive Reinsurance. His expertise in captive insurance and captive reinsurance company formation, along with his comprehensive knowledge of estate planning and tax, have resulted in the formation, management, and operation of hundreds of successful captive insurance companies.

Paul Mason is a successful estate planning and asset protection attorney. Paul works day-in and day-out in financial and estate planning and understands that planning is not just about accumulating wealth, but also about protecting wealth against potentially-devastating risks and tax pitfalls. He is a subject matter expert on mitigation, asset protection, and captive insurance company development, and attendees can learn about Paul’s unique approaches to discovering clients’ needs, analyzing their problems, concerns, and finding, sharing and implementing solutions.

REGISTER NOW FOR THIS EVENT

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