SFBizTimes: Wealth Management Seminar
When
Nov 19, 2009 7:30 am - 9:30 am (Thursday)
What
Cover Your Assets! Are your real estate holdings your greatest asset or greatest liability? Are you protected from creditor liability? Are you paying too much in taxes? Do you have...
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Event details: SFBizTimes: Wealth Management Seminar
Description
Cover Your Assets! Are your real estate holdings your greatest
asset or greatest liability? Are you protected from creditor
liability? Are you paying too much in taxes? Do you have a
succession plan in place? Are you eligible for a real estate
pension plan? Will your family, or the government, inherit your
real estate?
The San Francisco Business Times and Silicon Valley Business
Journal have established a panel of experts in law, insurance,
taxation, and ERISA qualified plans who work together to provide
new solutions for wealth management problems. If you have wealth
management questions, especially regarding your real estate
investments, they have the answers. You don't want to miss this
comprehensive 90-minute presentation---offered in two locations
for your convenience.
Speakers:
- Jesshill E. Love, III, Partner, Redwood City, Ropers Majeski
Kohn Bentley
- Sonia M. Agee, Partner, San Jose, Ropers Majeski Kohn Bentley
- Tim Connor, Manager, Heritage
- Julie Malekhedayat, Partner, Perisho Tombor Ramirez Filler & Brown
- Luis Ramirez, Partner, Perisho Tombor Ramirez Filler & Brown
If you need assistance or would prefer to place your order over
the phone, please call 415-288-4922 8am-5pm Monday-Friday or
email clarencesteele@bizjournals.com
asset or greatest liability? Are you protected from creditor
liability? Are you paying too much in taxes? Do you have a
succession plan in place? Are you eligible for a real estate
pension plan? Will your family, or the government, inherit your
real estate?
The San Francisco Business Times and Silicon Valley Business
Journal have established a panel of experts in law, insurance,
taxation, and ERISA qualified plans who work together to provide
new solutions for wealth management problems. If you have wealth
management questions, especially regarding your real estate
investments, they have the answers. You don't want to miss this
comprehensive 90-minute presentation---offered in two locations
for your convenience.
Speakers:
- Jesshill E. Love, III, Partner, Redwood City, Ropers Majeski
Kohn Bentley
- Sonia M. Agee, Partner, San Jose, Ropers Majeski Kohn Bentley
- Tim Connor, Manager, Heritage
- Julie Malekhedayat, Partner, Perisho Tombor Ramirez Filler & Brown
- Luis Ramirez, Partner, Perisho Tombor Ramirez Filler & Brown
If you need assistance or would prefer to place your order over
the phone, please call 415-288-4922 8am-5pm Monday-Friday or
email clarencesteele@bizjournals.com
Cost
$40 IndividualsPost a Countdown Widget
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