The workshops will provide an overview of best practices for
financial and retirement planning
SAN FRANCISCO, Calif. (April 5, 2018) — SD Mayer & Associates LLP, an accounting, technology and financial advisory services solutions provider, today announced that it will hold a series of financial planning workshop series that will provide an overview of best practices for financial and retirement planning. The workshops will take place on May 3 and 17 in Menlo Park and San Francisco respectively.
Led by SD Mayer Founder & Managing Partner Stephen Mayer and Wealth Management Partner Rick Hillsberry, the two-hour financial planning workshop series will provide strategies and recommendations for preparing for the future, regardless of the attendee’s stage of financial planning. Wine and light appetizers will be served. “Whether you are 20, 40, or 60, having a plan for your future is vital,” said Mayer. “The best part is – it doesn’t need to be complicated. We’ve developed a simple approach to creating a solid plan, with the right insurance, investments, and assets that will make sure you live well now and into the future.”
Mayer is also set to release a book this year titled Five Buckets, Four Shovels, A Beach and a Map – A Guide to Financial Security, which explains the concepts behind his financial security strategy and simplifies complex subject matter through illustrations and real-life experiences. With the release of his personal financial strategy and SDM’s free workshops, Mayer and his team hope to demonstrate their continued commitment to the financial health of their clients and others living in the Bay Area.
“Our workshops will be a fantastic opportunity to speak directly with SD Mayer’s financial advisors and get your questions answered by experts,” said Mayer. “Offered at no cost and in three different locations throughout the Bay, we’re aiming to impact as many people as possible. We invite anyone interested in preparing for their future to join us – bring the whole family!”
For more information on these financial planning workshop series and to register, visit sdmayer.com/events
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About SD Mayer & Associates LLP
SD Mayer & Associates LLP (www.sdmayer.com) is a fast-growing, full-service, community-minded technology, accounting, advisory and wealth management firm. The firm can also help clients plan for their future through retirement and wealth management services. SD Mayer has the expertise to help clients in a variety of industries, including creative services, financial services, hospitality & leisure, professional services, manufacturing & distribution, nonprofits, real estate & construction, retail, technology and public companies.
SD Mayer is based in San Francisco, with offices in Menlo Park and Seattle, along with consultants located in key locations throughout the United States. The firm can also tap into its global resources through its membership in Enterprise Worldwide, an international association of accountants and advisors.
The firm has also been named a “Best Places to Work” three years in a row, was listed as a “Fastest Growing Private Company” and was named one of the Top Accounting Firms in the Bay Area.
Managing partner, Stephen D. Mayer was a former CEO and co-founder of Burr Pilger Mayer, prior to founding SD Mayer in 2012. Steve brings his core values and over three decades of experience to his new firm: helping clients be successful in business and in life, investing in and serving the community and having fun.
The workshops will provide an overview of best practices for
financial and retirement planning
DISCLAIMER:
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. The services of an appropriate professional should be sought regarding your individual situation.
