Family Legacy Summit Event Registration


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”.


1st course
Galletto Salad- chopped romaine lettuce, Galletto dressing, croutons and shaved Parmesan

2nd course
Mary’s Organic Airline Chicken Breast – Italian marinated herb chicken with creamy polenta and green beans with walnuts.

3rd course

Please advise us of any allergies or dietary requirements below.