Professional Advisors Series

When:
September 12, 2018 @ 11:30 am – 2:00 pm
2018-09-12T11:30:00-07:00
2018-09-12T14:00:00-07:00
Where:
TransAmerica Pyramid
Transamerica Pyramid
600 Montgomery St, San Francisco, CA 94111
USA
Cost:
Private Event
Contact:
Anthony Morin
415.398.2333 x 115

Please join us for our next Professional Advisors Circle event on Wednesday September 12 at the Transamerica Pyramid. We will explore the many estate and legacy planning issues particular  to LGBT clients, including structuring assets during lifetime, correctly holding title to real property, helping clients create a legacy no matter what the level of wealth, including the nuts and bolts of specific planned gifting vehicles.  Whether financial advisors, attorneys, or tax planners, you will leave knowing how to properly guide and engage your LGBT clients with estate and legacy planning.

Presenters: Community Attorney Linda M. Scaparotti. Barry R. Taylor, CFPR, Integral Financial Solutions, LLC and Deb Stallings, VP of Development, Horizons Foundation.

This is a private event open to professional tax, estate, and financial planners, and others who are members of Horizons’ Professional Advisors Circle.  To learn more, contact the event organizer.