SEMINARS
CONTACT FIRM NOW
Toll-free: 800-548-8564
Phone: 714-704-4828
Fax: 714-704-1513
Email us now
City Tower 333 City Blvd West
Suite 2050
Orange, CA 92868-2944
U.S.A.
Directions
Office Hours:
Monday - Friday
08:30 AM - 04:30 PM
Phone: 714-704-4828
Fax: 714-704-1513
Email us now
City Tower 333 City Blvd West
Suite 2050
Orange, CA 92868-2944
U.S.A.
Directions
Office Hours:
Monday - Friday
08:30 AM - 04:30 PM
Financial Management Seminar
The Process of Creating a Financial Blueprint
Take Control. Be Prepared. Get to Where We All Want to Be.
As an attorney and a Certified Financial Planner with over 35 years of experience working with the members franchise brandname restaurants, hospitality, manufacturing and health industry, Harry Barth, Esq. has developed an eye-opening presentation on financial management for business owners and executives that is a proven winner. This well-researched program and case studies teaches people what they need to know to manage their finances successfully. In this session, Harry will discuss and provide insights and benefits of creating a personal financial plan or "Financial Blueprint". Key issues will be covered:
KEYS TO SOUND FINANCIAL MANAGEMENT
"New Tax Legislation and How It Will Effect You"
Value to Members: Participants will leave with goals and realistic road map for reaching their dreams. Members will potentially keep more of what they have earned. Pursue long-term investment goals, develop an appropriate retirement strategy, and evaluate their estate plans - both now and later.
Each member will receive an invaluable 30 page colored guide "Strategies for Wealth Management, Financial Planning for High Networth Individuals". Furthermore, each attendee will have an opportunity to schedule an initial complimentary consultation with Harry to discuss their areas of concern.
Biography: Harry M. Barth, J.D., MBA, CFP, ChFC, CLU is Senior Partner at Barth Berus & Calderon, LLP, a California based law firm dealing with a broad range of legal services. Harry is also the Chief Executive Officer of H.M. Barth & Company, LLC, a full service financial planning and wealth management firm. He has distinguished himself by being an asset protection advocate serving many of the areas leading companies including prestigious brand-name food and hospitality, manufacturing and healthcare industries. He has been helping high-wealth families, business owners, franchisees and executives create a "financial blueprint" and to implement custom solutions for their needs. The ultimate goal is to enhance his client's wealth, reduce their taxes and help them achieve their financial goals. An additional important facet of the planning process is to examine their risks, so that they are not financially destroyed by unexpected events.
Take Control. Be Prepared. Get to Where We All Want to Be.
As an attorney and a Certified Financial Planner with over 35 years of experience working with the members franchise brandname restaurants, hospitality, manufacturing and health industry, Harry Barth, Esq. has developed an eye-opening presentation on financial management for business owners and executives that is a proven winner. This well-researched program and case studies teaches people what they need to know to manage their finances successfully. In this session, Harry will discuss and provide insights and benefits of creating a personal financial plan or "Financial Blueprint". Key issues will be covered:
KEYS TO SOUND FINANCIAL MANAGEMENT
- Risk Management
- Cash Management
- Investment Planning
- Tax Planning
- Retirement Planning
- Estate Planning
- Employee Benefit Plans
- Investment Management - Asset Allocation "Using the Nobel Prize Winning Formula for Diversification"
"New Tax Legislation and How It Will Effect You"
Value to Members: Participants will leave with goals and realistic road map for reaching their dreams. Members will potentially keep more of what they have earned. Pursue long-term investment goals, develop an appropriate retirement strategy, and evaluate their estate plans - both now and later.
Each member will receive an invaluable 30 page colored guide "Strategies for Wealth Management, Financial Planning for High Networth Individuals". Furthermore, each attendee will have an opportunity to schedule an initial complimentary consultation with Harry to discuss their areas of concern.
Biography: Harry M. Barth, J.D., MBA, CFP, ChFC, CLU is Senior Partner at Barth Berus & Calderon, LLP, a California based law firm dealing with a broad range of legal services. Harry is also the Chief Executive Officer of H.M. Barth & Company, LLC, a full service financial planning and wealth management firm. He has distinguished himself by being an asset protection advocate serving many of the areas leading companies including prestigious brand-name food and hospitality, manufacturing and healthcare industries. He has been helping high-wealth families, business owners, franchisees and executives create a "financial blueprint" and to implement custom solutions for their needs. The ultimate goal is to enhance his client's wealth, reduce their taxes and help them achieve their financial goals. An additional important facet of the planning process is to examine their risks, so that they are not financially destroyed by unexpected events.