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Future-Proof Your Finances: Estate & Wealth Planning and Asset Protection for Professionals
What would happen to your assets if something happened to you tomorrow? Are you confident your wealth will last your lifetime and beyond?
This free seminar will help professionals answer these questions — and more.
Join estate law attorney Bridget Burns and wealth management advisor David Miller as they provide practical tools and strategies to help you protect your business, preserve your wealth and make informed decisions about your finances with confidence.
During Future-Proof Your Finances, You’ll Learn:
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- What happens to your assets in California if you don’t have an estate plan—and how to avoid costly mistakes
- Which entity options best protect business owners from personal liability and risk
- How advanced trust structures can safeguard both business and personal wealth for the next generation
- How to build a portfolio to sustain you and those who matter to you
- Ways to protect your investments from unnecessary taxes and erosion of value
- Practical steps to align your wealth plan with your professional and personal goals
Location
Conference Center at La Jolla Square, First Floor | 4225 Executive Square | La Jolla, CA 92037
Parking on site will be validated. Refreshments will be served.
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