Broker Check
01 April
Business Services Webinar Part 1 - Business Entity Formation


Kinecta Wealth Management is excited to introduce a new business services webinar series that will provide important tools and resources that a business owner needs to establish a solid foundation.

In Part 1 of the series, Natalie Spiwak, President of Affinity Trusts, will speak about selecting the type of entity that is most appropriate for different types of businesses, how to legally form a business entity and prepare the legal documents required to engage in business in the state of California.

This complimentary webinar will addresses the following topics:

  • Types and steps to forming a business entity.
  • Benefits and drawbacks of each type of entity.
  • Tax structures and information including limited liability protections, tax treatment
  • and level of government requirements.

Mark your calendar for Part 2 of the webinar series focusing on business operations on July 27 at 5 p.m.!

Natalie Spiwak and Affinity Trusts are not affiliated with or endorsed by LPL Financial or Kinecta Wealth Management. Kinecta Wealth Management does not provide legal advice or services. The views and content do not reflect Kinecta Wealth Management's view and does not endorse Affinity Trusts, Legacy Planning Group P.C. and Citadel Law Corporation. Please consult your legal advisor regarding your specific situation.

Date and Time

Sat, Apr 01, 2023

9:30a - 10:30a PST




Event Registration

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