Seminar on Insurance Strategies - May 20, 2021

1333 North California Blvd,Walnut Creek CA 94596

20 May, 2021

Description

The East Bay Chapter of the Berkeley Haas Alumni Network invites you to a seminar on insurance strategies In this seminar you will learn how to: 1. Reduce taxes and leave a larger legacy 2. Control how your estate is distributed 3. Maximize giving to loved ones and charities Presenter: Emil Peinert, Managing Director of Foci Wealth Management, a private wealth management advisory practice of Ameriprise Financial Services, LLC. Emil Peinert - Financial Advisor in Walnut Creek, CA | Ameriprise Financial (ameripriseadvisors.com) Date: Thursday, May 20, 2021 Time: 4:00 pm to 5:00 pm – Workshop is via Webex; the Webex link will be emailed to registered attendees prior to the event Cost: Free If you have any questions, email Dean Suzuki at [email protected]