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Landing your
small business
successfully

a day of expert advice, coached by seasoned pros

This is a FREE event to invited guests, but space is limited!
Call
(916) 646-6700 or email below.

August 9th

Gateway Center, North SAC

Agenda

TUESDAY, AUGUST 9th

8:00

Grass Roots Marketing & Social Media

Roshaun Davis:  Roshaun’s rare talent for brand-building, strategic focus and program implementation has been recognized by countless clients in the public and private sector, from local backyards and neighborhoods all the way to the national level. Roshaun has a unique combination of skills of marketing, brand development, promotion, advertising, publicity, special event execution and product seeding skills.

9:00

Design & Branding

Susan Webb: General advice on differentiating your business from your competitors and showcasing your strengths. With many years’ experience in advertising, freelancing and tech, Susan helps you with your messages, images, colors, voice, and the consistency of it all to tell your story in a unique and recognizable way.

10:00

Business Tax & Accounting

Jill Jacobs: Financial management of your small business is essential to your success and growth. This will be a very basic course in financial management. In this hour I’ll go over tax advantages and disadvantages of different business structures, bookkeeping for the best tax results, budgeting for cash flow and better management, when to hire, and when sales tax registration is required.

11:00

Business Insurance

Richard Hefner: With over 30 years of experience as an insurance agent, Richard helps customers identify the insurance coverage that best fits their needs. This process is straightforward and personalized to help make you smarter about insurance. He has the knowledge and experience to help you better understand your coverage options—whether that’s auto, home, renters, business insurance,
and more.

1:00

Investment & Retirement Planning

Ricardo Aguilera: This seminar is designed to help business owners like you understand the tools available to help you build, grow and preserve your business, while enabling you to focus on what you do the best. Having directed operations for large corporations, as well as founding and running his own small business, Ricardo has a breadth of knowledge and experience at his disposal.

2:00

Business Law

Kristina Reed: Overview of small business entity formation and State of California organizational compliance, identification of common business contracts, and exploration of key contract clauses, along with tips to avoid common legal pitfalls. Kristina brings over 20 years of legal experience coupled with big-firm experience in providing legal services to start-ups and small and medium-sized business.

3:00

Panel Q&A

One hour for related questions to any of the speakers.

 
 

The Speakers

LOCAL INDUSTRY EXPERTS

Business Tax & Accounting

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Jill Jacobs, CPA

 Small Business Tax Specialist

Jill Jacobs is the owner of Jill Jacobs, CPA,  a firm working with small to medium sized businesses helping them grow and thrive. An expert in accounting, taxation, financial planning, business management and cash flow management, Jill believes strong businesses are built through quality financial management and education of business owners. Jill is a Certified Public Accountant with over 20 years’ experience and she holds a Bachelor of Science in Business Administration with a concentration in Accountancy from California State University, Sacramento.  jilljacobscpa.com

Grass Roots Marketing, Social Media

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Roshaun Davis

CEO/Founder of Unseen Heroes

Roshaun’s rare talent for brand-building, strategic focus and program implementation has been recognized by countless clients in the public and private sector, from local backyards and neighborhoods all the way to the national level. Roshaun has a unique combination of skills of marketing, brand development, promotion, advertising, publicity, special event execution and product seeding skills.

He is known and respected by his peers, and effortlessly cultivates and sustains business and personal relationships. Utilizing his creative talents to help others discover their unique strengths and gifts is Roshaun’s life passion. For him, seeing others flourish and thrive by living their ideal lives

with career they’ve imagined for themselves, create an energy that can truly shape the surroundings of an entire city.

unseen-heroes.com

Affordable Efficient Legal Services

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Kristina Reed, Attorney

Sacramento Business, Real Estate and Estate Planning

Kristina Reed brings over 20 years of legal experience coupled with big-firm experience in providing legal services to start-ups and small and medium-sized business. Kristina focuses her legal practice on her business clients’ most common legal needs in the areas of real estate, business/corporate, and estate planning. Kristina also works as a collaborative business advisor for her clients, providing general counsel services to help businesses navigate their legal needs throughout the business lifecycle.  kristinareed.com

Investment & Retirement for Small Businesses

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Ricardo Aguilera, FA

Financial Advisor

Helping you to make sense of investments is my goal. While it’s true that money can't always buy your happiness, it can ease stress and increase our freedom. When it comes to our relationship with money, we have choices. We can either believe that it's not important or we can take a deeper look to learn how to use our relationship with money to our advantage. This is where I can provide valuable advice by helping and empowering you to improve your quality of life and aligning your values and priorities toward your financial goals.
Growing up, during my years of college, I was a “book dealer.” We did not have Amazon at the time and buying used books was a way to ease the cost of paying for education. At the end of each semester, I knew that I had to buy quality books and in good condition; books that could be valuable the following semester. Through discipline and patience, I built a reputation to the point that students came to me. With these relationships, I was able to help students to acquire quality books that fit their budget… read more at   
edwardjones.com/ricardo-aguilera

Business Insurance

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Richard Hefner, LUTCF

Insurance Advisor

With over 30 years of experience as an insurance agent, I help customers identify the insurance coverage that best fits their needs. This process is straightforward and personalized to help make you smarter about insurance. I have the knowledge and experience to help you better understand your coverage options—whether that’s auto, home, renters, business insurance and more.  farmersinsurance.com/richard-hefner

Design & Brand

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Susan Bernard Webb

Designer

An all-around creative professional, I spent many years as a co-creative director at a small San Jose ad agency, quite a few years as a freelance designer, and then almost eight years as the sole in-house designer at a local tech firm, Redtail Technology. Now back as a freelance designer, I specialize in logo work—creating, updating, applying—and that leads to branding: your messages, images, colors, voice, and the consistency of it all to tell your story in a unique and recognizable way.  sbwdesign.com

 
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The Venue

Venture OfficeNow

2450 Venture Oaks Way, Suite 200

Sierra Nevada Room

Sacramento, CA 95833

There is plenty of free and open parking.

 

Morning snacks provided.

 

We have allowed an hour for lunch; options include: Holly's Coffee, Crawdads On The River, The Virgin Sturgeon, Satori Sushi, Good Friends (Chinese), New York Pizza.

 

Register by email or contact us at (916) 646-6700

To learn more, don’t hesitate to get in touch

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