Protect, Grow, & Exit Lunch and Learn
Protect, Grow, & ExitYour Path to Business Planning Success
The path to success for most business owners is protecting their business, growing that asset, and exiting on their own terms.
You are invited to experience an overview of this process which include:
- The Pitfalls of Traditional Planning
- Why is it so difficult?
- Increasing Your Business Value
- Exiting Your Business
- How to Start Planning Today
Tuesday, April 23, 2019 at 12:00 noon – done no later than 1pm
This is event is only available to Claremont Chamber Members.
Claremont Chamber of Commerce, 205 Yale Ave., Claremont, CA 91711
Lunch provided -- Limited Seating so RSVP today!
Speaker: Tracy J. Haraksin, Financial Advisor
Working with Tracy Haraksin provides you the unique opportunity to strategize for your success. Tracy, along with her professional team, will work with you to envision your financial future, then help you build towards that future. Tracy does this by showing you a clear picture of where you are today and listening to your concerns for tomorrow, to help meet all your financial goals.
Hosted by Claremont Chamber of Commerce and Pacific Advisors.
Tracy J. Haraksin, CA Insurance License #0I13563, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3585
Maple Street, Suite 140, Ventura, CA 93003, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC.
Financial Representative of The Guardian Life Insurance Company of America®(Guardian), New York, NY. PAS is an indirect, wholly-owned
subsidiary of Guardian. Pacific Advisors LLC and Claremont Chamber of Commerce are not affiliates or subsidiaries of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Material discussed is meant for general informational purposes only and is not to be
construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that
individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice.
The Living Balance Sheet® and The Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2019 Guardian
2019-77574 Exp. 4/24/19