$20.00 Members | $30.00 Non-Members
WestPac Wealth Partners
5280 Carroll Canyon Road, Suite 300
San Diego, CA 92121
Join Nash Subotic, CEO of Westpac Wealth, for an informative session on opportunities you may not be aware of working with your business owner clients! These business owners have worked their lifetime to build their largest asset, and as advisors, we can help them maximize various outcomes and ensure we are there to walk them through all these strategies!
Roy's presentation will go over the various planning opportunities with business owners and the employees when doing an ESOP.
Mr. Roy A. Farmer, II is a Managing Director of BTA, Inc. Roy’s responsibilities include business development, corporate reorganization and finance, succession planning, consulting & ESOP implementation.
Financial Planners focus so much on the individual that often times the business side of financial protection gets short changed. This program will focus on the need for not only personal income protection planning, but disability protection tools needed to protect the welfare and continuation of the business, its partners, and employees.
This course will cover the newest trends, technology, & strategies on how to effectively generative more business, and more importantly, how to build long lasting referral relationships through the power of Digital. In addition, you will get a curate and customized omni-channel marketing strategy that you can implement in your business immediately.