PolicyLogix for Business Owners
May 9, 2014
the gathering 2018
Laureate Center For Wealth Advisors Announces 2018 Gathering Event in San Diego
December 14, 2017

Advanced Estate and Legacy Planning

It’s hard enough for life and/or business partners to talk about the subjects of dying – difficult family situations – health and money concerns that impact estate & business exit planning … only to learn that what you say may not be what your partner hears. It is no wonder we have a hard time reaching consensus, feeling heard, and taking action…

In this practical and thoughtful presentation, nationally recognized family business planning and legacy advisor, R. J. Kelly, will help you identify some critical estate and business succession planning moves you need to make, but also how to value the differences and communicate better with your partner – at home and at the office — to reach better outcomes and have greater implementation

Have more questions? Need to chat with a specialist? Give us a call at: 858-200-1911