Thursday Insights May 9 – Using Technology to Prevent Financial Fraud; Presented by Christian Grupp and Sarah Grupp
June 5, 2017
Part Three of Three – Attracting and Engaging High Net Worth Baby Boomer Clients and Their Advisors
November 1, 2017
November 1, 2017 @ 10:30 am – 2:30 pm
Club M at the Fairmont Grand Del Mar
5300 Grand Del Mar Ct
San Diego, CA 92130
Stacy Nation

Join us on November 1st in San Diego from 10:30 AM-2:30 PM. This exclusive educational seminar will feature two sessions, networking opportunities, and lunch will be provided.

Seats are limited to 50 attendees at each location, save your spot now!

Session 1: Planning in Politically Uncertain Times – Presented by Jonathan Blattmachr
The tax law has never been stable. It is almost certainly going to change, but how and for how long is impossible to discern with certainty.
The one thing that is certain is that clients should not fail to continue to plan.
This presentation will discuss potential outcomes affecting estate planning over the next many months and what planning opportunities can be taken without fear, risk or significant cost.

Session 2: Attract and Engage Business Owners: Adding Business Succession Planning to Your Practice – Presented By Joe Strazzeri and Melisa Silverman
At some point in the natural life cycle of a closely-held company, self-made entrepreneurs find themselves contemplating what’s next.
Many of the conversations they’ve had did not address the design of the transition itself. The topic was prematurely narrowed: keep versus sell. The business owner wants to do something, but no one has helped them navigate the tributaries and ramifications of their potential choices.
Melisa and Joe will take you through the four-step process of: Valuations and Assessments; Strategic and Tactical Planning; Enhancement Initiatives; and The Decision (if, when, how, how much, and to whom).