Risk Protection: Health, Assets, Income, Life, and Estate
1 hr brown bag seminar
Goal: Save taxes, stop aging, keep assets from creditors and IRS, leave a sizable estate,
increase your asset base, get the results you want in all areas of your life
20min A. Finance, Long term care and tax free retirement
10min B. 5 Myths of Revocable Living Trust and Estate planning
20min C. Health 101 and weight management
10min D. Strategies for getting results/peak performance in important areas of your life
Q&A Follow up session (complimentary 30min-follow up session one-on-one )
Venue: Bay area or online at anymeeting.com
Speakers:
Connie Dello Buono, health author and retirement planner and blogger at www.clubalthea.com
Marcus Norona, Financial service professional, 30 yrs experience
CJ Silberman: More than thirty years in the legal field, former adjunct professor of law, licensed and bonded tax preparer/strategist, Certified Skillpath public speaker in the area of effective communication, negotiation strategies, team building. Formerly “of counsel”to Melvin M.Belli. BA, UC Berkeley, JD, Law, John F. Kennedy University, Mediation Certificate, Stanford University. Business Analyst Certificate, Ultimate in Success.