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 SEMINAR TOPICS

An important part of our mission at Brighton Advisory Group is to help as many people as possible understand the world of finance and to maneuver through it safely. One way we do this is through seminars we conduct on important aspects of financial planning strategies.

These are available to business owners, accountants and law firms.
Many of these seminars provide continuing education.

Contact us if you’re interested in any of these subjects:

  1. How to reduce your tax liabilities on an over funded pension plan.
  2. How to design a retirement plan for the stockholders/owners or key personnel.
  3. How to mitigate the fiduciary liability as a trustee of a qualified retirement plan.
  4. How to avoid or replace the 75% tax on distributions from a qualified retirement plan or IRA.
  5. How to get the most out of a 401(k) Plan so as to be advantageous to both employer and employee.
  6. How to use corporate dollars to fund personal fringe benefits.
  7. How to avoid capital gains tax on the sale of appreciated assets.
  8. How to create deep discounts to reduce estate and gift taxes.
  9. How to create tax deductible and estate tax-free death benefits.
  10. How to provide for long term care and make your way through the minefield of products available.
  11. How to pick the right insurance company in today’s economy. What to look for and how to read between the lines of an illustration.
  12. How to place yourself on a level playing field and protect your assets from litigation/creditors.
  13. How to shift and/or control your rising medical costs and at the same time decrease your worker’s compensation and FICA costs.
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5704 Lindley Ave Encino, CA 91316
Tel: 818.342.9950 - Fax: 818.342.9957
Email: barry.boscoe@brightonadvisory.com
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