Free Financial Seminar by Wealth Strategist and Author September 23, 2008

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

About Advanced Trustee Strategies (ATS)
ATS is dedicated to helping people implement advanced strategies to most effectively manage and pass on their wealth. We are committed to education and offer a wide range of seminars, workshops and presentations including our signature workshop “The Seven Biggest Mistakes Trustees Make.” ATS employs a team approach, working with trusted estate planning attorneys, accountants and a service-focused team of advisors to develop the most appropriate strategies for individuals and families.
ATS consultants are affiliated with LPL Financial, the nation’s largest, independent Broker Dealer with headquarters in Boston and San Diego. We do not sell any proprietary products or investments. Our independence means that we are able to access impartial research and offer unbiased advice and the best possible investment products and services available. ATS has offices in San Diego, Orange County and the San Francisco Bay area and works with clients throughout the country. For more information: www.atsfinancial.com
Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

Official Website: http://www.atsfinancial.com/Seminars/seminar_schedule.php