Best Practices sharing,
Business Community
San Diego for Business is a Business community, featuring professional Seminars, resources and Networking Opportunities for Mid-size Business leaders engaged in best practices for their business.
Business & Personal
Tax Reduction Strategies
by Expert Gregory Banner
CEO, Asset Preservation Strategies Inc.
The start of a new year brings fresh opportunities to optimize your financial strategies.
We’re excited to invite you to an exclusive presentation and discussion on effective Business and Personal Tax Reduction Strategies with renowned CEO and financial expert Gregory Banner.
In this engaging session, Gregory Banner will share actionable insights to:
- Minimize your tax burden for 2025 and beyond.
- Leverage tax-saving opportunities for both business and personal finances.
- Navigate the latest updates to tax laws and regulations.
- Plan proactively to maximize wealth retention and growth.
Featured Speaker
With over three decades of experience in the financial services industry, Greg specializes in helping business owners and high-net-worth families achieve their goals through strategies focused on maximizing business value, minimizing taxes, protecting assets, and exploring alternative investments beyond traditional stocks and bonds.
Recognized as a trusted resource for the media, Greg Banner has been featured in prominent publications such as the San Diego Business Journal, Wealth Manager, and Research Magazine. Member of the Business Enterprise Institute, Greg also shares expertise by teaching financial professionals at a national level.
Time & Location
Date : Thursday January 16th, 2025
Time : 8:00 am to 9:30 am
Location :
San Diego Regional East County Chamber of Commerce
201 S Magnolia Ave,
El Cajon, CA 92020
Register Now for This Event
San Diego for Business is a Business community, featuring professional Seminars, resources and Networking Opportunities for Mid-size Business leaders engaged in best practices for their business.
We organize seminars, workshop and networking opportunities where business owners can meet like-minded professionals, share experiences, and foster meaningful relationships. Beside education one goal is to help you expand your network and tap into new opportunities for growth and collaboration.
Our educational workshops and seminars focus on business best practices. From mastering financial management to leveraging the latest marketing trends, our expert-led sessions cover essential topics to help you scale and manage your business effectively. We bring together industry leaders, experienced mentors, and successful entrepreneurs to share their knowledge and insights.
Topics and Speakers
Marketing – CXO
A Strategy for Success in the “New Normal” Customer Experience
Greg Chapman
CX and Marketing Strategist
Founder The Pocket CMO®
Marketing
How to Prevent Market Confusion
Aaron Wolpoff
Founder Double Zebra
Revenue & Sales
Building Effective Sales Organizations
Jean- Marc Terral
Senior Executive & General Management
Fractional CRO
Founder: San Diego for Business
Finance
Understanding Financial Ratios
James Cliame
Construction and Manufacturing
Exit Planning
The Top 5 Reasons Business don’t sell
Shelley Lightfoot
Southern California Institute
San Diego, Orange County Exit Planning Chapter
IT Infrastructure
ERP: What are they? How do they Help? What to Watch for?
Christian McCLellan
ERP Project, ERP program management.
Finance
The Financial Danger Zone
Jonathan Toker
COO
Entrepreneurship Operating System
Dennis VanBaale
EOS Worldwide
HR
“How to Keep The Right People”
Daniel Redman
Insperity
Daniel.Redman@insperity.com
CRM
Unlocking Growth: CRM Strategies for CEOs and Business Owners
John Hulina
Founder of CRM Assist
Senior Financial Advisor
Helping Business Owners and Higher Net Worth Families Exceed Their Financial Goals
Greg Banner
CEO Asset Preservation Strategies, Inc
COO - Operations - Manufacturing
Creating Systems, Processes and Metrics to achieve the biggest impact with minimal effort.
Mark Ross
Ross Consulting
Features
Experienced Speakers In Their Field
All Speakers bring deep industry knowledge and captivating insights to every session. Their dynamic presentations engage audiences, leaving them with actionable takeaways. With a proven track record of delivering value, they inspire growth and innovation. Join their webinar for expert guidance and fresh perspectives!
Stay Informed with the Latest Trends!
Access up-to-date material on the newest industry developments. Learn from experts insights and practical strategies to stay ahead. Register now to reserve your spot!
From Seminar to Workshop
Over time, we are transitioning from seminars to a more interactive workshop format. These workshops are designed to be hands-on, allowing you to apply concepts directly to your business and leave with actionable solutions
Hello, I’m Jean- Marc Terral
.
With over 30 years of experience in Sales, Marketing, and General Management, I specialize in helping small to mid-sized business owners and CEOs achieve scalable and predictable revenue growth. I focus on plan, sales strategies, optimized structures, and building high-performing teams. I partner with organizations to establish strong foundations and scale effectively, or regain growth momentum for long-term success. <br>
I started San Diego For Business to provide free Educational and Networking opportunities where business owners can meet like-minded professionals and field experts, share experiences, and foster meaningful relationships. The goal is to help Business Owners expand their network and tap into new opportunities for growth and collaboration
Upcoming Events
Say Good bye to Supply Chain Headaches
CRM Strategies
Exit Planning
Forecast Finance
Human Resources Fundamentals
Mark Ross
John Hulina
Shelley Lightfoot
James Cliame
Dan Redman
Come and Join us, Learn and Enjoy in a Friendly Atmosphere.
Testimonials
A Blueprint for the Growth of your Business!