Date:

Thursday, April 16, 2004

Time:

11:30 AM to 1:30 PM (Brown Bag Lunch; snacks provided)

Title:

Integrating Life and Wealth Goals into Your Business Plans

We'll cover the basics of business continuation planning, the importance of business valuation in retirement planning and the key events that drive business and personal financial ruin from a planning perspective.

People should leave with an understanding of:

• How to protect the value of a business for the future
• How to structure business agreements to minimize taxation
• How business owners can maximize their retirement wealth

As a financial professional for over ten years Powell has created value for clients by looking at each customer as a unique individual with specific financial needs. Marvin is dedicated to providing business owners and their families with the professional attention necessary to help them achieve their financial goals, offering continued service as their needs change.

Location:

The Work Place
2009 N. 14th Street
Suite 706
Arlington, VA 22201(Free visitor parking behind building.)

Cost:

$10/members; $50/non-members who register in advance
Add $10 to register at the door