Financial Strategies for the Business Owner
Speaker: Brian Thoms, CFP, Advanced Financial Advisor
Ameriprise Financial Services, Inc.

This seminar addresses the financial concerns of the small business owner. A major focus will be the importance of addressing business and personal financial needs as an integrated whole. Business structure impact on taxes will be also covered. In addition, retirement plan options, transition planning, and protection issues specific to the business owner (such as key person insurance) will be discussed.

Speaker: Brian Thoms is a Certified Financial Planner practitioner who helps more than 250 clients reach their financial goals with personalized, knowledgeable advice. His areas of focus include—

• Small business
• Investment advice
• Income tax planning strategies
• Retirement planning strategies
• Protection and insurance
• Estate planning strategies
• Family planning/family changes
• Employee stock options
• Saving for education
• General financial planning

Brian Thoms also specializes in financial education, speaking at more than 30 seminars a year for audiences at businesses, organizations, and government agencies.

For more than 110 years, Ameriprise Financial Services, Inc., has provided solutions to help people change how they think about their money. Ameriprise offers a broad range of financial products and services, including mutual funds and certificates as well as brokerage services and financial planning. Clients can get help from a personal advisor or can access financial services online.

With more CFP professionals than any other company, Ameriprise is America's largest financial planning firm.


Agenda 

Location: One-half block south of the Cineplex Odeon Uptown movie theatre on Connecticut Avenue, NW, Washington, DC. Metrorail--Cleveland Park Station on the Red Line (on Connecticut Avenue, just 1.5 blocks north of meeting site) 

Parking: Very small lot, off Macomb St., to left of library. 

Free and open to all 

Several times a year a smaller group (usually about 8 to 12) goes to Nanny O'Brien's (directly across the street from the library at 3319 Connecticut Avenue, NW, 202-686-9189, open noon Saturday to 2 am Sunday) or another local establishment for continued conversation, networking, and refreshment following the meeting. (Participants pay for their own beverages and food.) 

Join us!

Return to the home page of CPCUG's Entrepreneurs and Consultants SIG.