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Sonoma County - Chapter Educational Meeting
Sonoma County - Council on Aging
30 Kawana Springs Road
Santa Rosa, California 95404
United States
Friday, February 01, 2019, 8:00 AM - 9:30 AM PST
Category: Chapter Meetings

Title of Meeting:
Options and Accessories: Models and Features to Enhance and Personalize your Business

Meeting Description:
Being a sole proprietor as a Fiduciary has its share of benefits and challenges. While it is great to be your own boss, and create your own schedule, finding all the support for the answers
you need, and finding back-up coverage can be challenging. Wouldn’t it be nice to share an office, and collaborate with others in your area? Or, if working solo is the perfect fit, what are
ways to keep your business working at maximum potential? Also discussed will be drafting and negotiating customer, vendor, and other business terms, conditions, and proposals.

Please join us February 1, 2019 for, “Options and Accessories: Models and Features to Enhance and Personalize your Business.”Kathryn Andrews, an attorney from Carle, Mackie,
Power, & Ross, LLP in Santa Rosa, will present different forms of legal business entities to us.

We will learn about Statutory “Options” for corporations (Close Corporation/Benefit Corporation) and Certification “Accessories” for all forms of legal entities (Certified B-Corps, Women-Owned Business, Minority-Owned Business, California Public Utilities Commission, Veteran-Owned Business, Small Business Association, and Green Business). Come find out what business structure best meets your goals and vision for the future. We look forward to seeing you at the Council on Aging in Santa Rosa!

Additional Information:
DON’T FORGET TO PRINT OUT YOUR OWN PRESENTATION & ATTACHMENT DOCUMENTS, & bring them with you to the meeting.Please park across the street at the Trader Joe's parking lot.Our regular Mentor Meeting will be held immediately afterward, from 9:45 - 10:45 a.m.. If you are interested in becoming a Fiduciary, please attend for this valuable learning
experience.

The Council on Aging is a scent-free environment.

Speaker:
Kathryn Andrews

CEU:
Practice Management - 1.25

MCLE:
Practice Management - 1.25

Sponsor:
H.M. Vreeland Surety Bonding Services


Click Here to Register


Pricing:
Members: $20
Non-Members: $30

Will food be served?
Yes
Light breakfast of either quiche or breakfast burrito, with fruit salad,pastry, coffee, tea, and water. Vegetarian option available by request.

Management Level of Difficulty:
Beginning to Intermediate


Agenda:

1. INTRODUCTIONS & GUESTS 8:00am
2. GENERAL BUSINESS MATTERS 8:00-8:15
3. INTRODUCTION OF SPEAKER 8:15
4. PRESENTATION 8:15-9:15
5. Q & A 9:15 – 9:30
6. CLOSE 9:30
Mentoring Meeting to follow 9:45-10:45
All new fiduciaries, fiduciaries in training (and experienced fiduciaries willing to share their experience) are invited.

 

 


Contact: Paula Kluge - [email protected] - 415.902.4553