What does the roadmap to your financial future look like?
Prepare for your tomorrow today at our seminar with Herbein and Herbein Wealth Management personal financial planning specialists. We will discuss different scenarios for every business owner’s situation and analyze what steps to take next. Topics to be covered include: cash flow management, asset management, tax planning, estate planning, and risk and insurance. Register today to attend.
Presented by Herbein + Company, Inc. and Herbein Wealth Management
June 16, 2015
8:00a.m. – 8:30a.m. Registration and light breakfast
8:30a.m. – 10:30a.m. Presentation
Berkshire Country Club
1637 Bernville Road, Reading, PA 19601
Located just off Route 183 (Schuylkill Avenue). The club entrance is about one mile from the Reading Airport.
Herbein 2014-2015 Seminar Series
These seminars are offered free of charge. Seating may be limited and will be accommodated on a first-come basis. Please feel free to include a friend or colleague in your RSVP. Confirmation will be emailed to you after we receive your registration through Eventbrite. Registration information is on the back of this brochure. For any additional questions regarding our seminar series – please feel free to contact Amy Klatt or Jack Kolmansberger at 610.378.1175, www.herbein.com, or firstname.lastname@example.org. In the event of inclement weather, please check www.herbein.com by 5:00p.m. the day prior for an announcement.
Herbein’s annual seminar series takes business owners beyond the current information they must know and provides insight into issues of tax strategies, profitability, economic factors, risk management, growth, and long-term financial planning. The series is complimentary for our clients and other business leaders who seek the advantage of knowing how key issues affect their long-term success. Sign up for as many as you can… today’s positioning can ensure tomorrow’s success.
2014-2015 Seminar Series Dates
Tax Strategies that Business Owners Can Implement Before Year End
Economy’s Impact on Your Business
Risk Management Seminar