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PERSONAL INJURY

January 9, 2018 @ 12:00 pm - 1:00 pm

PERSONAL INJURY  

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.

Details

Date:
January 9, 2018
Time:
12:00 pm - 1:00 pm
Event Category:

Organizer

Adam Levine
Phone:
(619) 238-1811

Venue

6818 Embarcadero Lane, #A, Carlsbad, CA 92001
6818 Embarcadero Lane, #A
Carlsbad, CA 92001
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