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East Bay Alumni: Seminar on Insurance Strategies
DAR, Chapter Events, East Bay
May
20
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:
- Reduce taxes and leave a larger legacy
- Control how your estate is distributed
- 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)