Our firm endeavors to educate the community so that our neighbors here in the Reno-Sparks-Carson City area understand how to preserve their wealth for the benefit of succeeding generations.
It can be challenging to reach your financial goals, but when you have finally attained the level of success that you have sought throughout your life you have a new set of challenges.
There are significant sources of asset erosion out there such as the federal estate tax, and you must take the appropriate steps to gain tax efficiency. It is also important to protect your assets from those who may be litigious in nature.
We feel as though face-to-face interaction is the ideal, so we provide an ongoing series of free seminars as part of our outreach initiative. In January we have some exciting seminars coming up on the topic of legacy and wealth planning and the schedule is posted below:
Legacy & Wealth Planning Seminar
Area: Reno
Date: Tuesday, January 08, 2013
Time: 02:00 PM – 04:00 PM
Location: Hyatt Place in Reno
Address: 1790 E. Plumb Lane Reno, NV 89502 Right across entrance to Reno-Tahoe Airport
Legacy & Wealth Planning Seminar
Area: Carson City
Date: Wednesday, January 09, 2013
Time: 02:00 PM – 04:00 PM
Location: Carson Hampton Inn & Suites
Address:
North end of Carson before Washoe Hill
Legacy & Wealth Planning Seminar
Area: Sparks, NV
Date: Saturday, January 12, 2013
Time: 10:00 AM – 12:00 PM
Location: Holiday Inn Sparks
Address: 55 Nuggett Avenue Sparks, NV Right off Pyramid Way and Hwy 80
It is absolutely free to attend our seminars and we look forward to seeing you at one of these upcoming events!
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