Asset Protection Strategies to Keep More and Leave More

 28 May
 Monopole Wine LLC, 21 South El Molino Avenue, Pasadena, CA, US
  - - -
 David Hicok
Order tickets via Eventbrite: Asset Protection Strategies…. to Keep More and Leave More What are the risks of not being adequately protected? Which assets are most at risk? How to get started – what every family should do today! Topics Include: Protection of Retirement Plans; Home Equity; Trusts and Advanced Planning: how you own assets and how you leave assets to heirs makes a difference! RSVP by clicking Attend Event or call 818-864-6174 Speakers: Vanessa Terzian is a principal attorney at Terzian Law Partners, APC, and has been named a Top Attorney in Pasadena Magazine and a Rising Star by Super Lawyers. Vanessa specializes in estates, family wealth and business and financial planning and all matters associated with probate and elder law. Vanessa's primary offices are in La Canada. She is a frequent speaker at workshops and programs on these subjects and is also an adjunct professor of Wills & Trusts at Southwestern Law School. Investment Advisory Services provided through Partnervest Advisory Services, LLC. Some insurance products sold through Partnervest Insurance Services, LLC. Terzian Law Partners and Hicok Financial Solutions are unrelated entities

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