Our in-person events are currently on hold due to the current public health crisis. We are hosting periodic virtual events until we can be together again in person. 

Building a Carbon Conscious Portfolio

By |2020-01-31T13:23:09-08:00June 15th, 2017|

Join us for a discussion on our new carbon conscious portfolios and the benefits and challenges of building investment strategies that are divested from fossil fuel extraction without sacrificing return performance or proper diversification.

Creating an Integrated Estate Tax Planning Experience for Your Clients

By |2020-01-31T13:24:05-08:00June 9th, 2017|

Join us for a unique and interactive discussion of personal, estate and tax planning with a complex client case study. We strive to create an integrated experience for the clients we share with other professionals. Every case is different, and yet every case yields insights that apply to other situations. This case highlights the process of selecting estate planning strategies for a client with significant net worth ($35M), challenges encountered putting elements of the plan into place, as well as positive and negative outcomes.