Events
A Family Office View of Emerging Trends in Multi-Family Investing
Investing for a Successful Retirement (In-person Workshop / Los Angeles)
Topics Covered:
- Join us for our monthly webinars on “Investing for a Successful Retirement.” Our expert advisors will guide you through the often complex world of retirement planning, providing you with the insights you need to make informed decisions about your financial future. Each webinar is carefully crafted to provide valuable information and actionable strategies for those looking to achieve their retirement goals. Topics will include investment strategies, risk management, tax planning, and more. Whether you’re just starting to plan for retirement or you’re looking to refine your existing plan, our webinars will provide you with the knowledge and tools you need to succeed. Don’t miss out on this opportunity to take control of your financial future. Sign up for our next webinar today. Here are some of the topics we will be covering:
- How to structure income in retirement
- How to invest so you don’t run out of money
- When should you take social security
- What tax strategies can you use to minimize taxes in retirement
Investing for a Successful Retirement
Topics Covered:
Join us for our monthly webinars on “Investing for a Successful Retirement.” Our expert advisors will guide you through the often complex world of retirement planning, providing you with the insights you need to make informed decisions about your financial future.
Each webinar is carefully crafted to provide valuable information and actionable strategies for those looking to achieve their retirement goals. Topics will include investment strategies, risk management, tax planning, and more.
Whether you’re just starting to plan for retirement or you’re looking to refine your existing plan, our webinars will provide you with the knowledge and tools you need to succeed. Don’t miss out on this opportunity to take control of your financial future. Sign up for our next webinar today.
Here are some of the topics we will be covering:
- How to structure income in retirement
- How to invest so you don’t run out of money
- When should you take social security
- What tax strategies can you use to minimize taxes in retirement
Estate Planning: How to avoid probate
Welcome to our monthly webinars on “Estate Planning: How to Avoid Probate.” Our team of experienced estate planning attorneys and financial advisors will provide you with the knowledge and tools to effectively manage your estate and ensure a smooth transition of assets to your loved ones.
Probate can be a lengthy and costly process, but with the right planning, it can be avoided. Our webinars will cover a range of topics, including creating a living trust, gifting strategies, beneficiary designations, and more.
Whether you have a large or small estate, our webinars will provide you with the knowledge and confidence to take control of your estate planning. Join us for our next webinar and start protecting your legacy today.
Here are some of the topics we will be covering:
- Living trust for probate avoidance
- Manage beneficiary designations for asset transfer
- Minimize estate planning tax implications
- Comprehensive planning for successful asset transfer
Savvy Tax Planning
Join us for our monthly webinars on “Savvy Tax Planning.” Our expert advisors will guide you through the often complex world of taxes, providing you with the insights you need to make informed decisions about your finances.
Our webinars will cover a range of topics, including strategies for reducing your tax burden, maximizing tax deductions, and planning for retirement. We’ll also discuss the latest changes to tax laws and how they may impact you.
Whether you’re an individual or a business owner, our webinars will provide you with the knowledge and tools you need to succeed. Don’t miss out on this opportunity to take control of your taxes and finances. Sign up for our next webinar today.
Here are some of the topics we will be covering:
- Reduce tax burden with deductions, credits
- Maximize tax benefits, minimize liability
- Understand latest tax laws and impacts
- Plan tax-efficient retirement, manage withdrawals, Social Security
A workshop to promote household tax planning for the future.