1035 Exchange for CPA, Estate Planning for Business Owners and Living Benefits for all

Save, invest and then spend with collaboration from your CPA, tax preparer, estate planner, life insurance agents, financial planners and other professionals. Learn from them and then start an electronic fund transfer each month so that you have paid yourself first before you spend.  Call Connie before the end of the year to properly allocate your assets and before you incur tax penalties. An overall financial picture strategically planned will protect your future wealth accumulation with tax advantage.

1035_CPA_Seminar on 1035 Exchange 

Seminar:

  • 1035 Exchange for CPA (annuities, life insurance)
  • Estate Planning for Business Owners (Living Trusts, Nevada LLC, more)
  • Financial Planning for lifetime tax free retirement income
  • Living Benefits during terminal and critical illness plus long term care

Estate plan for business owners

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Contact Connie Dello Buono 408-854-1883 motherhealth@gmail.com for seminar series for your employees or business. CA Life and Health Lic 0G60621, Life Insurance and Annuities Broker, Financial Planner and Financial Life Coach

Every Tuesdays Free Seminar at Umpqua Bank in Downtown San Jose, 10-11 and 11-12noon

225 W Santa Clara St #150, San Jose, CA 95113   Parking will be validated by the bank. Lots of parking space in the building on the side entrance.
I love the hospitality of the bank, very friendly and cooperative to small business owners.

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