Special Workshop for Biotech Executives

In a casual, interactive setting, we’ll lead a forward-thinking discussion on the
“Top 5 Mistakes to Avoid Before a Liquidity Event”

When: Thursday, September 26,  12:00 – 1:00pm – lunch included

Where: HoyleCohen San Diego
9350 Waxie Way, Suite 500
San Diego, CA 92121

In this one hour workshop, we’ll lead a forward-thinking discussion on practical ways to minimize taxes, increase your net payout and diversify your risk before and after a liquidity event.

We’ll get to the point fast with clear, simple examples that make sense. No jargon.  In this casual, interactive setting, you’ll enjoy our personable, attentive style and actionable advice.

And remember, as a fee-only independent wealth advisory firm, we’re in the business of helping, not selling.

We look forward to seeing you there!

For more information & to RSVP contact Theresa 858.576.7300