The Cain Advisory Group provides small business solutions through trust planning, real estate planning and financial planning by acting as your personal business advisor.
2. Brian A. Cain, attorney and founder of Cain Advisory Group, has begun
offering free business workshops to help small business owners and
entrepreneurs gain new insights into key topics.
“We call it ‘Lunch and Learn’—a series of free one-hour seminars featuring
local experts,” Cain said. During the next several weeks, we’ll be focusing
on essential topics.
On Thursday, September 26, we’re offering a seminar for first-time home
buyers.”
Todd Swanson and Dan Williams will share their expertise in this arena.
Todd Swanson is a branch manager at Cobalt Financial Corporation and
holds a DRE broker’s license. He has been a Certified Mortgage Planning
Specialist the past six years and has also a member of By Referral Only
since 2006. Todd’s specialty is Veteran’s Administration (VA) loans and
helping first time home buyers with conventional and FHA loans. He has
more than 20 years service in the United States Marine Corps Reserve.
3. Dan Williams is founder and president of San Diego Lending Solutions, a
certified liability advisor. Dan helps his clients leverage home ownership
and the liability side of the balance sheet to greater wealth and security.
As a result, clients can use this leverage to increase their net worth. Dan is
also the author of ‘Borrow Smart, Retire Rich’ annual review—an in-depth
analysis of your borrowing situation and efficiency. By managing clients’
liabilities, Dan can bring savings of thousands of dollars in interest
expenses.
Future topics will cover trust planning, tax services and small business
solutions.
Cain Advisory Group provides planning, legal, accounting and tax services
under one roof that gives small business owners a coordinated, integrated
team to manage back-of-the
-house functions.
The one-hour seminar begins at 11:30am and is located at the Cain
Advisory Group offices at 4858 Mercury in Kearny Mesa. For registration
information, read more at http://cainadvisorygroup.com/