Author of “The 7 Biggest Mistakes Trustees Make and How to Avoid Them” and Wealth Strategist Sandeep Varma Presents Seminars at Five Bay Area Locations in September
Who: Sandeep Varma, wealth strategist, founder and owner of Advanced Trustee Strategies (ATS) www.atsfinancial.com and author of “The Seven Biggest Mistakes Trustees Make and How to Avoid Them.”
What: The 7 Biggest Mistakes Trustees Often Make seminar presented by wealth strategist, Sandeep Varma, author of “The 7 Biggest Mistakes Trustees Make and How to Avoid Them.” The educational two and half hour seminar on family trust and estate planning portrays typical family trust scenarios and case studies complete with mistakes and resulting costs. Attendees will learn trust planning strategies, how to avoid the common pitfalls of estate planning and family trusts, ways to help minimize tax liability, and discover effective ways to transfer wealth to children and grandchildren.
Cost: Free with reservations
Event
Dates: September 15, 16, 17 and two presentations on September 23 (See website for details)
Where: Bay Area – Mountain View, San Mateo, Menlo Park and Palo Alto (See website for details)
Contact: Toll free at 888.446.8275 or online: http://www.atsfinancial.com/Seminars/seminar_schedule.php
Official Website: http://www.atsfinancial.com/Seminars/seminar_schedule.php
Added by Clearpoint Agency on September 8, 2008