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Event Details
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 CFP credit.
This conference presented by Matt Brown, Esq., will be held Wednesday, February 17th, 2010 at 10:00 a.m. Registration and brunch begin at 9:45 a.m.
This timely teleconference examines the unique planning opportunities created by our current historically low interest rates. Join Matt Brown as he explains, in a client friendly way, how various strategies are impacted by interest rates and other factors and why now is an ideal time to enter into certain strategies - even with estate tax repeal (at least temporarily). You will learn:
- How to generate business by providing significant value to clients through implementation of income and estate-tax-saving strategies including: Intra-Family Loans, Grantor Retained Annuity Trusts, Sales to Grantor Trusts
- Why and how clients can get more "bang for their buck" by using these and other strategies dependent on current interest rates
- How to explain these strategies to clients so that they will move forward
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 February 17th.
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
