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Who Should Attend

Financial planners, attorneys, accountants, insurance professionals, and other advisers who help affluent clients develop plans to:

Respond to tax law changes.
Control 100% of their wealth by managing their personal and social capital.
Move from success to significance by preparing a family legacy plan.
Access proprietary wealth design strategies.
Prepare proposed balance sheet and cash flow numbers in a format that an adviser can easily update or reoptimize.
Obtain a Wealth BlueprintTM that illustrates recommended strategies with a simple bar chart showing how the plan reduces or eliminates taxes, increases transfers to heirs, enhances charitable giving potential, improves lifetime income, or achieves other personal and financial goals.
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.