Lunch & Learn - Effectively Preserve and Pass on Wealth to Future GenerationsName: Lunch & Learn - Effectively Preserve and Pass on Wealth to Future GenerationsDate: July 24, 2019Time: 12:00 PM - 1:30 PM PDTRegistration: Register NowEvent Description:
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A common misconception is that only the wealthy need to concern themselves with estate planning. This misconception can result in significant unnecessary costs for your estate and additional burdens for survivors. In fact, just about everyone can benefit from the development of an estate plan. The purpose of this presentation is to provide an overview of the estate planning process and address the main elements of an estate plan.
JOIN US AND LEARN:
- Creating your estate plan.
- Methods of transferring your assets.
- What if you die without a Will?
- Taxes at death.
ABOUT OUR SPEAKERS...
Jeff is a Financial Planner who works with Business owners and professionals to create and implement disciplined strategies designed to grow their wealth and reduce their risk exposure. Jeff started in the financial industry in 1987, on the trust side, structuring client’s estates and quickly learning how to protect their assets. Jeff holds his Certified Financial Planning designation and believes in managing wealth based on an customized plan developed with the client’s goals in mind. Jeff believes in giving back to his community and does so through his involvement with the Langley Memorial Hospital Foundation. He also currently sits as President of the Langley chapter of Big Brothers and Big Sisters raising money and awareness to support at risk youth through mentoring programs.
Roberto's experience, education and training for more than 25 years has focused on investing, personal financing, economics and business. He has provided financial advice to affluent individuals since 1992. Over several years, Roberto and his team have developed a team approach that enables them to provide the highest level of financial advice and service to professionals, business owners, retirees and their families. You will work directly with Roberto in setting the overall strategy and direction of your investments and financial plans.
Brooke is an associate lawyer of the firm who practices in the areas of estate planning, corporate commercial law and charities and not-for-profits. Brooke advises clients with respect to wealth preservation and incapacity planning and assists in the preparation of wills, powers of attorney and representation agreements. Brooke also practices with the corporate-commercial group and assists charities and not-for-profit organizations in her spare time.
Cancellation Policy: Event payment is due upon registration. An event registration is considered a commitment to pay. No cancellations, refunds or credits after 12:00 pm on Monday, July 22, 2019.