The Power of Advanced Estate Planning- Building Your Legacy for Generational Wealth

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Name: The Power of Advanced Estate Planning- Building Your Legacy for Generational Wealth
Date: April 12, 2024
Time: 11:00 AM - 1:00 PM PDT
Website: https://www.diamondgroupwealthadvisors.com/events/the-power-of-advanced-estate-planning-building-your-legacy-for-generation
Event Description:
Have you explored all your options when it comes to managing your estate and the legacy you want to build? Have you heard the latest provisions that may impact your estate and legacy strategies?

Please join us, with our special guest, Atty. Robert Silverman, as he shares his knowledge and key insights for your Advanced Estate Planning strategies that may help you support your financial goals today and for your future generations.

Pass on your every hard-earned dollar optimally. Know the Core Documents of Estate Planning, but more importantly, know the 3 Key Transfer Tax Mitigation strategies, and more!

Robert has been one of our most sought-after speakers at our Savvy Women and Ask Marilyn programs - so please do not miss this chance to learn from Mr. Silverman!

My passion for educating you and your peers will continue in 2024! I look forward to connecting with you and your friend!

Event Media:
Location:
6101 Bollinger Canyon Rd.
San Ramon CA 94583
3rd Floor Conference Room
Date/Time Information:
Friday, April 12
11:00 AM-1:00pm, PT
Contact Information:
RSVP by April 5. Email Chloe at chloe.diamond@lpl.com or click this link: https://www.diamondgroupwealthadvisors.com/events/the-power-of-advanced-estate-planning-building-your-legacy-for-generation
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Fees/Admission:
This is a free event.  Lunch will be provided.
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