Events

Join our weekly educational online and in-person webinars to secure your financial future

A Family Office View of Emerging Trends in Multi-Family Investing

The online round table discussion features three leaders in the fields of Real Estate and Family Office investing: Rob Santos, CEO of Arrowroot Family Office, Casey Lynch, CEO of Roundhouse, and Benjamin Orze, CFO of Fow Hollow Ventures. The discussion will focus on a variety of topics relating to the macro economy, capital markets, real estate and investing. Benjamin, Casey & Rob will engage in a lively and informative conversation, sharing their insights on a wide range of topics related to the economy, investment and best practices Please submit questions or topics you’d like to be covered in the discussion.

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.