Share Jordan, Miller & Associates Presents Retirement Boot Camp 8:30 a.m. – 12:30 p.m., Saturday, May 4, 2013 Presidio Golf Club, San Francisco, CA 94129 There is no cost to attend, but space is limited. RSVP to timo.scheid@ampf.com or call 415-623-2450. View details online at www.jordanmilleradvisors.com SPEAKERS AND TOPICS Daniel R. Redman, J.D. What every […]
06
Nov
2012
“Retirement Boot Camp” LGBT Estate Planning- Historic Presidio Golf Club -Sat. Nov 10 -No charge- Jordan, Miller & Associates
Share JORDAN, MILLER & ASSOCIATES PRESENTS RETIREMENT BOOT CAMP! ON NOVEMBER 10, 2012 AT HISTORIC PRESIDIO GOLF CLUB Focus on LGBT Estate Planning: Identifying the additional precautions required for LGBT families Build a bridge to your goals and dreams through this strategic workshop. Educate yourself on topics we must all consider, including longterm care and […]
18
Mar
2012
Retirement Boot Camp for LGBT-Topics: Long Term Care, Health & Wellness and more- Saturday, March 24 -No charge to attend
Share JORDAN, MILLER & ASSOCIATES PRESENTS RETIREMENT BOOT CAMP ON MARCH 24, 2012 AT PRESIDIO GOLF CLUB Thank you for your interest in our ongoing Retirement Boot Camp Series. In many ways, we feel like the Chief Financial Officer for the financial lives of our clients gathering critical information, facilitating advanced planning and reducing risk. […]
09
Nov
2011
“Retirement Boot Camp” for the LGBT Community- Presidio Golf Club -Sat, Nov 12- 8:30am – 2:30pm -No Fee to attend
Share JORDAN, MILLER & ASSOCIATES PRESENTS RETIREMENT BOOT CAMP ON NOV. 12, 2011 AT PRESIDIO GOLF CLUB In many ways, we feel like the Chief Financial Officer of our clients’ financial lives — gathering critical information, facilitating advanced planning and reducing risk — while partnering with our trusted industry professionals. Some of those key partners […]
20
Oct
2011
“Retirement Boot Camp” for the LGBT Community- Presidio Golf Club -Sat, Nov 12- 8:30am – 2:30pm -No Fee to attend
Share JORDAN, MILLER & ASSOCIATES PRESENTS RETIREMENT BOOT CAMP ON NOV. 12, 2011 AT PRESIDIO GOLF CLUB In many ways, we feel like the Chief Financial Officer of our clients’ financial lives — gathering critical information, facilitating advanced planning and reducing risk — while partnering with our trusted industry professionals. Some of those key partners […]
07
Sep
2011
Small Business Seminar- Financial Planning for the LGBT Community- Wed. Sept 14 -No charge- Top of the Transamerica Pyramid
Share subscribe visit chris carnes list online follow us: SMALL BIZ SEMINAR SEPT. 14 AT THE TOP OF THE TRANSAMERICA PYRAMID Is it time to consider changing business entities? Join us as Russ Stanaland, local lawyer and CPA discusses the key factors small business owners must consider as their business grows. Taxes Liability Protection Join […]
