Renaissance EXECUTIVE FORUMS
14697 Delaware Street, Suite #240B
Denver, Colorado 80023
Phone:  (858) 551-6600

© 2019 by Renaissance  EXECUTIVE FORUMS ™

Website Design by Burris Creative

Tax Alleviation and Wealth Preservation Strategies for Business Owners

You learn a lot in a decade. For you (yes, you!), what Vance Barse learned over roughly a decade of consulting top-ranked private wealth and retail financial advisors may not only pique your interest, but potentially help you keep more of your hard-earned money. 

 

 

Mr. Barse’s clients were financial advisors nationwide at firms such as Merrill Lynch, UBS, LPL, Ameriprise, etc. Why is this important for you? Because Vance is a wealth of knowledge (pun intended) on the services and strategies financial advisors offer – and, perhaps more importantly, the services and strategies they often don’t offer.

 

As Vance will tell you, not all financial advisors are the same: who you have serving you can potentially make a big difference, particularly when it comes to planning strategies for business owners like you. 

 

We invited Vance to host a webinar titled “Tax Alleviation and Wealth Preservation Strategies for Business Owners: Planning Starts Well Before the Liquidity Event or Transfer.” I know, boring stuff, but the impact can be exciting.

 

 

D. Vance Barse is a registered representative and investment adviser representative with and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Advisory services, fixed insurance products, and services offered by Manning Wealth Management are separate and unrelated to Commonwealth. 401 B Street, Suite 2300, San Diego, CA 92101. (619) 237-9977 x309.

 

 

Click HERE for presentation

 

Share on Facebook
Share on Twitter
Please reload

Featured Posts

Why Should Anyone Want to Work for You?

September 19, 2019

1/10
Please reload

Recent Posts

August 28, 2019

Please reload

Archive