About the Event Assets: Protection vs Liquidation Multi-Generational Retention Fiduciary Responsibility Legislative Update: AB567 Tuesday, October 15, 2024 from 12:00pm-1:30pm Il Fornaio, 18051 Von Karman Ave, Irvine, CA 92612 Lunch will be Served Register Now for this In-Person Event!
About the Event Discussion on crucial topics impacting estate and corporate planning, including: TCJA Sunset: Estate Planning Post-Connelly Decision Corporate Planning Premium Finance SOTU Collaborative Planning Tuesday, October 22, 2024 from 12:00pm-1:00pm Il Fornaio, 18051 Von Karman Ave, Irvine, CA 92612 Lunch will be Served Register Now for this In-Person Event!
About the Event As the votes will be in and major changes approach, now is the ideal moment to reassess your strategies and prepare for what’s ahead. TCJA Sunset: What it means for estate planning Post-Connelly Decision Corporate Planning: Strategic updates Premium Finance SOTU: The state of premium finance post-election Collaborative Planning: Enhancing client partnerships […]
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