Ensuring the Well-Being of your Architecture Business: Employee-Retention and Business-Exit Strategies for Today’s Architect

1.5 AIA CES LU's

12pm – 1:30pm

Location:
Cavignac & Associates
450 B Street, Suite 1800
Downtown San Diego (Enter from A Street)

Click here to view flyer.

The Robertson Group is sponsoring the program to explore business-succession planning with you.

Don’t you want to have a plan for when you’re done working… and what the future of your firm will be? Part of that is having successful employee retention strategies in place now. And there’s some other very pertinent info for principals who have one foot (okay, maybe one toe!) out the door and are thinking, “How do I plan for when I’m done practicing?” Don’t miss this opportunity to get first hand knowledge and concrete actions to follow from the experts!

Click HERE to RSVP

About the presenters:

Terry C. Robertson, Financial Services Representative. As a financial planner, Terry has been helping people grow, preserve and transfer wealth since 1977. Over the past 30 years, he has worked diligently to help his clients define, refine and implement sound financial strategies.

Amir H. Lozani, Financial Services Representative. Amir joined the Robertson Group (an office of MetLife) in 2006, focusing on business succession and estate planning for high net worth individuals. Prior to joining MetLife, Amir worked for the highly regarded business consulting firm, Tax & Financial Group in San Diego, where he developed his expertise in business succession planning, risk management, and estate planning for business owners and high net worth individuals.