Ever wondered what Business Prenups and Buy-Sell Agreements are, especially when it comes to being a life insurance advisor? In this video, Rick Bailey, JD, MAcc, CFP®,
G.A.P. Wealth Strategies for Sonoma County Business Owners – (breakfast, lunch, snacks, and wine included)
At this Invitation Only business owner roundtable, you will collaborate with a like-minded group of Sonoma County business owners and learn from top financial, tax, and estate planners in the country. You will learn solutions that can reduce taxes, increase cash flow and protect your business from various uncovered risks.