BAS Financial and Pacific Advisors Presents

Breaking Into the Business Markets

This July, Pacific Advisors and BAS Financial are proudly hosting a
complimentary advanced markets luncheon.

Join us to hear from Eric McDermott, Managing Partner with Pacific Advisors, on:

The 5 Business Owner Concerns
The 4 Interruptions to All Partnerships
Advanced Charitable Tax Offsets

This event is designed for P&C Brokers, Attorneys, CPAs and Business Brokers.

Wednesday, July 1st
9:30am – 1:00 pm PST
San Diego, CA

🚗 Event Parking: Please park in the garages surrounding the Conference Center.

☕ Food & Refreshments: We’ll have coffee and light snacks available throughout the morning, and lunch will be ready for you following the conclusion of the program at 12:30 PM.

☑️ Dress Code: Business Casual attire is preferred for the morning.

Date and Time

Wed, Jul 01, 2026

9:30a - 1:00p PST

Location

La Jolla Square Conference Center

4225 Executive Square

San Diego , CA 92037

Note

Please let us know the name of the firm you are currently with and any dietary restrictions. We look forward to seeing you there! Contact Bradly Stevens for all event inquiries and information: BStevens@BAS-Financial.com

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