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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 CFP credit.
This conference presented by Jeffrey Matsen, Esq., will be held Wednesday, January 20th, 2010 at 10:00 a.m. Registration and brunch begin at 9:45 a.m.
WealthCounsel and Advisors Forum member Jeff Matsen will follow up on a previous physician planning webinar with a presentation of how to address the Physician's estate and asset protection planning needs. Jeff has devised a seven-level tiered approach that covers all of the fundamental needs of physicians, dentists and other professionals in setting up and protecting their practice, their investments, and their personal assets. The presentation will finish with case studies that will highlight the planning and strategy techniques involved.
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 January 20th.
Sincerely,
Debra Leffler Streeter
Where
Streeter Law Group, A PC
2385 Camino Vida Roble, Suite 101
Carlsbad,
CA 92011
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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
