Sat, May 21 | Four Seasons Hotel: Malibu Room

2022 Family Wealth and Values Conference

Join us for a delicious breakfast and a morning of legacy planning insights from our team of advisors.
2022 Family Wealth and Values Conference

Time & Location

May 21, 9:00 AM – 12:00 PM PDT
Four Seasons Hotel: Malibu Room, 2 Dole Dr, Westlake Village, CA 91362, USA

About the Event

Join us for a delicious breakfast and a morning of legacy planning insights from our team of advisors. 

This year we'll be sharing our thoughts on how current market trends could impact the way you invest for long-term goals such as retirement and leaving money to your loved ones. We'll also hear from our tax specialist on the different types of taxes faced by heirs and how best to plan for them. Finally, our team will share some of the common pitfalls often encountered in traditional estate plans and how to both identify and remedy those issues. This is a great opportunity for you to ask questions and get to know our team better as we share our knowledge on building a secure financial legacy for your family. We hope you can join us!

• Save your spot! • RSVP on our website no later than May 10th. Guests welcome.