Frameworks Workshop: Creating Better Outcomes for Business Leaders with Business and Wealth Management

......... September 27th 2017
Presented by Alan G. Baca, VP & Fincial Advisor, Stacie Jacobsen, VP & Director, and Kirk Michie, VP & Financial Advisor, at Bernstein

Program Overview

This workshop will provide you with personal finance best practices regarding lifestyle, legacy and charitable aspirations, a guide on how to quantify the potential outcomes of strategies you might use to achieve your goals, and best practices from entrepreneurs and their advisors at all stages of their business.

What You Will Learn

  • Learn a framework other successful entrepreneurs have used to think about complex personal finance decisions and be able to quantify the benefit of the decisions you make today
  •  Review the top 10 most common questions entrepreneurs are asking us
  •  Discuss best practices for a number of different tools and strategies regarding tax efficient investment, making the most of 401Ks and deferred compensation plans, when to mortgage, when to pay down debt, company stock (including restricted and options), executive compensation, education savings plans and life insurance
  •  Receive checklists that can help you navigate key financial issues with regard to business owners when encountering marriage, a first child and sudden acquisition of wealth

Who Should Attend

Entrepreneurs and executives interested in learning about strategies from successful exits and the journey to them.

About the Presenters

Alan G. Baca is a Vice President and Financial Advisor in Bernstein's San Diego office. He advises high-net-worth individuals and institutions regarding investment strategies and, in conjunction with the Wealth Planning and Analysis Group, works closely with clients and their professional advisors on a wide range of investment matters, including tax and estate planning, concentrated stock positions, and the sale of privately held businesses. Prior to joining the firm in 2012, Baca worked in finance and commercial real estate for Jones Lang LaSalle and for The Staubach Company, both commercial real estate firms. He was previously a Commander in the US Navy, and continues to serve in that role in the US Navy Reserve. Baca holds a BS in economics from the US Naval Academy and an MBA in finance from the Anderson School of Management at the University of California, Los Angeles. In addition to having received numerous personal and campaign awards in the military, he was a recipient of San Diego Metropolitan magazine's 40 Under 40 award in 2012. Baca also earned the Twice a Citizen award from the National Defense Industrial Association for his military service and community involvement.  In 2009, he received the CoStar Power Broker award for being one of the top 25 commercial real estate professionals in San Diego.

Stacie Jacobsen is a Vice President and a Director in the Wealth Strategies Group. Based in Bernstein's Los Angeles office, she works closely with high-net-worth clients and their professional advisors on a variety of complex planning issues, including multigenerational wealth transfer, philanthropy, retirement planning and asset allocation. Stacie joined the firm in 2001 and began working in the Wealth Strategies Group in 2004; she was appointed to her current position in 2014. Stacie earned a BS in business administration with an emphasis in finance from the University of Colorado, Boulder, and an MBA from the Marshall School of Business at the University of Southern California.

Kirk Michie is a Vice President and Financial Advisor in the San Diego office of Bernstein. He has extensive experience advising private clients and institutions, as well as their respective trusts, estates, foundations, endowments and pension plans on matters related to wealth management and the capital markets, including tax and estate planning, concentrated stock positions, and the sale of privately held businesses. Prior to rejoining the firm in 2014, Michie was, most recently, a partner and head of fund raising and investor relations with Triton Pacific Capital Partners. Earlier he was founder and managing member of Candor Advisors, a wealth management think tank. Before that he was managing director of Lenox Advisors; prior to that he was director of marketing and client service at Osborne Partners Capital Management and earlier he was senior vice president with Wells Fargo Advisors; and prior to that he was head of the private client business of Kayne Anderson. From 1993 to 1998 he was a Financial Advisor with Bernstein and helped build the San Diego business. Michie earned a BS in finance from the University of Southern California. He is involved in a number of causes related to activism and life improvement.

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