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Are you…
worrying about the slumping economy?
looking to increase your company’s profit and ensure business continuity?
wondering when you can retire or how you can continue the lifestyle you desire?
If you answered “yes”
to any of these questions, then you need to join
us for
Creating Wealth in a Contracting Economy
-- Turning Adversity into Advantage
Two Dates and Locations to Chose From:
June 24, 2009 or
June
30, 2009
North Ranch Country Club  
City Club Los Angeles
Westlake Village, CA
Los Angeles, CA
Business Strategist and Corporate
Development Specialist Jillian Alexander
and Wealth Management Specialist Dr.
Ken Waltzer will speak about how to:
- Increase revenue & profitability
- Enhance the value of your business to you, your family and your heirs
- Retire before you’re too old to enjoy it
- Give the taxman as little as legally possible
Plus, meet and network with other business owners and
CEOs at this unique event.
Dinner is included.
Seating is limited. Register today!
Seminar Topics
Money Generation and Corporate
Portfolio Managment: Profit + Interest
= Income
- Business Planning
- Restructuring
- Acquisitions/Divestitures/Strategic Alliances
- Workforce matters
- Exit Planning
Wealth Management: Savings
= Capital Preservation
- Wealth Planning
- Retirement Planning
- Estate Planning
- Tax Planning
About Our Speakers
Jillian Alexander, MBA, CM&AA, CHRC Founder and CEO Managing Director, Corporate Development and Strategy Conduit Consulting LLC
Jillian Alexander leads and advises on company & product positioning, restructuring and development initiatives to successfully gain market share, grow revenue, improve operational efficiency, increase profitability, enhance value and achieve top performance. Her work includes managing acquisitions and divestitures resulting in more than $3.4 billion realized via these deals. Clients range from Fortune 100s to non-profits to early-stage enterprises spanning diverse industries.
Kenneth Waltzer MD, MPH, AIF®, CFA Founder and President Kenfield Capital Strategies
Dr. Ken Waltzer is a Harvard-educated investment manager. He and his firm
provide a broad range of wealth management services, including financial,
estate, and tax planning—integrated with in-house investment management—to
high net worth individuals, businesses, pension plans, and nonprofits.
Dr. Waltzer has also been a serial entrepreneur, founding 3 successful
companies, and practiced internal medicine for over 15 years.
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