DATE/TIME: Tuesday 1/9/18 12:00 p.m.
PLACE: 6818 Embarcadero Lane, #A, Carlsbad, CA 92001
TOPIC: Financial Planning for Plaintiff’s Attorneys
SPEAKERS: Margie Smith, Certified Structured Settlement Consultant, Millennium Settlement Consulting, Inc
Jeffrey Tadder Certified Financial Planner, Certified Investment Management Analyst Managing Director of Investments * Ranch Investment, Consulting Group of Wells Fargo Advisers
Troy Faris *Certified Public Accountant *Considine & Considine
INFO: Adam Levine, Esq. (619) 238-1811, Patti Zlaket (619) 324-7487
MCLE CREDIT HOURS: 1.0 General
Synopsis: Learn to be tax efficient while saving for retirement and budgeting for firm overhead. A Financial Adviser, CPA, and Structured Settlement Consultant will offer tips for growing your wealth and mitigating your tax liability.
This seminar will teach you how to be smart about write offs, to invest in the market given your timeframe/goals, and to take advantage of tax benefits available only to plaintiff’s attorneys.