Wealth Protection & Transfer Strategies for Business Owners and Successful Families
Featuring: Stephanie Downer, Esq. & Stephen Mancini, Esq.
Program: Thursday Insights at Southern California Institute
Location: 3636 Nobel Drive, 450, San Diego, CA 92122
Time: 2:30pm-4:30pm
Digital Program: Wealth Protection & Transfer Strategies for Business Owners and Successful Families
Given the continuous process of change, your client's Wealth Strategies plan will not accomplish its purpose if it is not maintained. With all the sound bites and media static, it is hard to sort out what affects your client's family and their plan. Wealth Strategies plans are not plug and play. They must allow for a myriad of family, personal, financial and legal changes, as well as evolving advisor experiences and techniques. Stephanie and Steve will share a process to help you make sure your clients Wealth Strategies plan are current.