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Please join us in my office as we participate in a monthly teleconference series designed to help you learn how the advisor team can collaboratively and effectively plan for clients. This teleconference is approved for 1.5 CFP credits.
This teleconference, led by Bill Conway, Esq. and Warren Negri will be held Wednesday, July 15, 2009 at 9:45 a.m.
This teleconference will discuss how Life Insurance Trusts have continuing relevance for you and your clients.
- Interested in automatically becoming the 'most valued advisor' for the next generation of the families of your most valued clients?
- Interested in increasing your assests under management?
- Interested in increasing the value of your practice at retirement or sale?
If you answered yes to one or more of these questions, attend this fundemental yet critical teleconference when attorney William Conway and financial advisor Warren Negri will teach you one of the easiest and best ways to increase the value of your business while providing even greater value to your clients. You'll learn why the reasons for having a Life Insurance Trust own life insurance are more pronounced now than ever, including:
- for flexibility during the client's lifetime; for asset protection for benificiaries; and to continue the client's asset management style potentially for generations.
Please register by clicking on the "Register Now" button or call our office at (760) 930-1987, ext 3#. My assistant, Shelley Scally, will call to confirm your attendance, or feel free to call me at (760) 930-1987. Seating is limited, so please enroll early. I look forward to seeing you on July 15.
Sincerely,
Debra Leffler Streeter
Where
Streeter Law Group, A PC
2385 Camino Vida Roble, Suite 101
Carlsbad,
CA 92011
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Hosted By
Streeter Law Group, A PC
Our mission is to have a client-centered firm, where our first consideration is our client’s goals. We then work as a collaborative team where we, as part of that team, develop legal strategies that are unique to each client to help the client achieve their goals. Our goal is to establish a life-long relationship with each of our clients. To that end, we strive to have regular contact and thorough communication with each client to make sure we are taking into account changes in their business, personal and family goals as well as changes in the law. Thorough communication is achieved when we listen to our clients goals and concerns and apply our unique expertise to provide choices of solutions.
2385 Camino Vida Roble, Suite 101 Carlsbad, CA 92011
(760) 930-1987
WWW.STREETERLAW.COM
