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Orange County Web Expert & 401(k) Consultant To Speak On Issues Businesses Owners Should Be Aware Of

Sam Nelson of Website Muscle will discuss 9 Steps to Maximizing Your Online Presence, while 401(k) Consultant Daniel S. Romero, CFP®, AIF®, CFS Will Outline Five Items all business owners should be aware of if they offer a company plan.

 
 
BNI Meets at Santa Ana Elks, 3/31/11 7am to 8:30am
BNI Meets at Santa Ana Elks, 3/31/11 7am to 8:30am
PRLog - Mar. 11, 2011 - SANTA ANA, Calif. -- Business Network International's (BNI) Diamond Club chapter will be hosting Sam Nelson of Website Muscle and Daniel S. Romero, CFP®, AIF®, CFS of Romero and Levin Wealth Management, Inc. to present as Keynote speakers on Thursday, March 31st from 7am to 8:30am at the Santa Ana Elks Lodge.  The two will be speaking to business owners, from both an online marketing perspective and to issues specific to company 401(k) plans.

Most small business owners recognize the importance of a strong online presence for their company. Unfortunately, many are reluctant to hand over full control of their company’s website to a web designer whom they fear they may never hear from again.
Sam Nelson of Website Muscle puts the control back in the hands of the small business owner. On Thursday, March 31st at BNI’s Diamond Club Chapter, Sam will address the three “Absolute Essentials” every small business owner should know about his or her website, as well as his 9 Steps to Maximizing Your Online Presence, including:

* Content Management System
* Google Friendly/SEO
* Blogs
* Website Analytics
* A TRUSTED Web Designer
* And more!

Investment fiduciaries are constantly exposed to legal and practical scrutiny — it comes from multiple directions and for various reasons. It is likely that complaints and/or lawsuits alleging investment mismanagement will continue to increase. Although some of these allegations may be justified, many can be avoided by having clear knowledge of who constitutes a fiduciary and what is required of one.  The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary Practices.

Daniel S. Romero, CFP® is an Accredited Investment Fiduciary® who will be speaking to these issues. The topics will include items that business owners / plan trustees who offer a defined contribution or defined benefit MUST be aware of.  Bullet points include:

   * Defining who may be a Fiduciary
   * Understanding responsibilities and best practices that can assist
   * Examples of lowering internal and external costs
   * Discussion on improving employee participation
   * Discussion on increasing contributions for highly comp and key employees

ABOUT THE SPEAKERS

SAM NELSON is the founder and owner of Website Muscle. His roles are website design and development, online marketing and company growth.

Sam was raised in Orange County, California. He attended college at UCLA where he played basketball and volleyball. After graduating in 2002, he moved back to his hometown, where he currently resides with his wife and four-year-old son.

Sam’s entrepreneurial spirit, self-discipline and vision allowed him to take some risks and start Website Muscle. Sam understands hard-working small business owners and takes great pride in helping them grow their business, especially in this tough economy.

DANIEL S. ROMERO CFP®, AIF®, CFS  has been in the financial services industry since 1996 and is a member of the Society of Financial Service Professionals. He is also a registered representative of LPL Financial, America’s number one independent brokerage firm*.   As an independent financial advisor at LPL Financial in Santa Ana, CA he has been recognized as a top financial advisor the past two years and named to the LPL Financial Director’s Club. This distinction is based on an annual production ranking of all registered advisors supported by LPL Financial, the nation’s largest independent broker-dealer*, and is awarded to less than 20 percent of the firm’s 12,027 advisors nationwide. He also has been named in Orange Coast Magazine’s list of top wealth managers in Orange County as a FIVE STAR Wealth Manager each of the past two years (2009 and 2010).   This aware is based on client satisfaction, expertise and value for fee charged.


For more information on Dan Romero and Romero and Levin Wealth Management, visit DanRomero.com or call (714) 547-8787.  For more information on Sam Nelson and Website Muscle, visit www.WebsiteMuscle.com or call (949)244-0028



Daniel Romero is a Registered Representatives with and Securities & fee based asset management are offered through LPL Financial a Registered Investment Advisor and Member FINRA/SIPC. Daniel's California Insurance Lic #:0C54180

*Based on total revenues, as reported in Financial Planning Magazine, June 1996-2010

# # #

BNI is the largest business networking organization in the world. The philosophy of this organization is built upon the idea of "Givers Gain®": By giving business to others, you will get business in return. This is predicated on the age-old idea of "What goes around, comes around." For more information, please visit www.DiamondClubBNI.com

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Contact Email:
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Source:Either / Or Media
Phone:714-547-8787
Zip:92701
Location:Santa Ana - California - United States
Industry:Business, Finance, Internet
Tags:401k, fiduciary, erisa, trustee, defined benefit, SEO, google, website, web design, Internet
Last Updated:Mar 11, 2011
Shortcut:prlog.org/11365958
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