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East Bay Alumni: Seminar on Insurance Strategies

DAR, Chapter Events, East Bay

Virtual | East Bay, CA |
May 20, 2021 @ 4:00 pm - 5:00 pm

The East Bay Chapter of the Berkeley Haas Alumni Network invites you to a seminar on Insurance Strategies. 

In this seminar you will learn how to: 

  1. Reduce taxes and leave a larger legacy
  2. Control how your estate is distributed 
  3. Maximize giving to loved ones and charities 

Presenter: Emil Peinert, Managing Director of Foci Wealth Management, a private wealth management advisory practice of Ameriprise Financial Services, LLC. Emil Peinert – Financial Advisor in Walnut Creek, CA | Ameriprise Financial (ameripriseadvisors.com)

Register here