Family Legacy Summit Event Registration

Details:

Saturday October 19, 2019
10am – 1pm
Galletto Ristorante
1101 J st. Modesto
Lunch Provided

What you’ll Learn:

• The importance and how to define your Personal and Family Legacy Plan (Mission, Vision and Values).

• Current, relevant and legal ways to “tax efficiently” structure assets in an estate and succession plan.

• Critical strategies to reducing risk within a comprehensive wealth management plan.

• Creative ways to turn tax liabilities into opportunities to be more generous and increase giving to causes you care about.

• Simple ways to digitally organize all of your assets and get relevant data immediately. “Balance Sheet Management”.