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Date & Time:
October 24, 2023
8:00 AM

*This is a hybrid course. You’re welcome to attend in person or via Zoom*

Presented By:
Brandon Kepley, Financial Advisor, Tax & Financial Group, SCCA Member & Andy O’Brien, CFP, JD, CLU, Financial Advisor, Tax & Financial Group


Topics will include:

-Understanding your options for exiting your business
-Knowing when it’s best to exit your business
-Understanding the ideal time to fine tune your estate plan in relation with exiting your business
-Minimizing costs and taxes on the sale or transition of the business
-Preparing successors to take over the business
-Creating an income stream for retirement after exiting your business






Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Brandon Kepley (CA License No 4080944) & Andy O’Brien (CA License No. 0M96078) are Investment Advisor Representatives with Cetera Advisor Networks, LLC. Neither Brandon Kepley, Andy O’Brien, TFG, nor Cetera are affiliated with SCCA. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor Newport Beach, CA 92660. 2023100057

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