VIP Private Investment Roundtable

Charles Massimo, CEO of CJM Wealth Management, is holding a VIP Private Investment Roundtable on the evening of October 23rd and the 25th on:

*ESOPS: A SILVER LINING FOR SELLING SMALL BUSINESSES
Using Employee Stock Ownership Plans (ESOP), owners of privately-held companies can turn to their employees as a ready and willing market to buy their companies.

*CAPTIVES: LEGAL TAX SHELTER FOR SMALL BUSINESSES
One of the best shelters for business owners is created and based right in the USA. It is known as a captive insurance company.

From 6:30-8:30pm at the Westbury Manor, 1100 Jericho Turnpike, Westbury, NY 11590. To register, call: 1-866-923-0933 or visit: www.smallbizwealth.com or www.cjmwealth.com.


ABOUT: Charles Massimo is CEO of CJM Wealth Management with over $200 million under management. CJM provides comprehensive wealth management and legacy planning services to individuals and corporations. He specializes in comprehensive wealth management Services to ultra affluent families, families with autistic children and closely-held businesses.

Mr. Massimo is widely-recognized as industry expert and guest speaker at national industry conferences. He is a published author and media subject expert on topics ranging from wealth/asset management to investment and financial planning for high net worth families with children on the autism spectrum, to investment planning for corporations and 401(k)/403(b) plan optimization and compliance. He has been featured as a wealth management expert in national print and broadcast media, including the Wall Street Journal, BusinessWeek, CBS News, NBC News, Fox News, Newsday, Worth Magazine, Crain’s New York Business, the New York Times and www.CNBC.com.