Wealth Strategies Quarterly

 

These in-depth events will focus on a particular topic or set of strategies that will help advisors help their clients. Please mark your calendars now to attend any of these sessions in 2010. 

 

July 13, 2010, 10:00-12:00

Asset Protection & Wealth Transfer for Independent Collaborative Advisors

 

July 16-17, 2010

California Forum

The California Forum is a yearly event presented by the Southern California Institute, primarily for advisors in estate, financial, and business planning. In today's complex world, no one person can be an expert in all areas of estate, business, tax and wealth planning.

This California educational event concentrates on the new topics that have materialized in California's laws, and new financial planning strategies and techniques developed over the previous year. The condensed two-day program presents 10 to 12 different topics in a variety of disciplines, helping to keep our participants' focus sharp and balanced. The California Forum is an opportunity for financial professionals and advisors to share techniques, business processes, and personal experiences for a collaborative educational experience.

Click here for the California Forum 2010 Agenda and Registration form.

 

September 16 - 17, 2010, 9:00 - 5:00 pm

Needs - Benefit Approach to Estate Planning

Come to learn about titling and how it affects estate planning, intestacy, probate, trusts, incapacity planning, asset protection and some of the more common advanced strategies. Earn 13 hours of credit for CFP, CPA, or insurance licensing requirements.


Please RSVP to Andrea Delgado at 650.525.0234.

 

 

 

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TELEPHONE:

650.525.0234

 

FACSIMILE:

866.428.6272

OFFICE LOCATIONS:

1528 SOUTH EL CAMINO REAL, SAN MATEO, CA 94402

 

We happily serve clients in the entire State of California, with our primary geographic coverage extending through the San Francisco Bay Area, from San Francisco south to San Jose, from Half Moon Bay east to Union City and as far off as Sacramento.

© 2009-2010 Bay Laurel Law Group, LLP.  The information contained in this website does not constitute legal advice or create an attorney-client relationship. It is presented for general informational purposes and what any individual client or situation may require depends largely on the facts of each particular case. Please contact our office for a consultation regarding your specific situation.