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,”will present a seminar at five San Francisco Bay locations from September 15 through September 23. The seminar, free with reservations, is based on Varma’s book and experiences as an estate planner and wealth strategist for 19 years.
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 effective ways to transfer wealth to children and grandchildren.
According to Varma, the typical person he sees at the seminars are retirees – singles and couples from ages 60 to 80 – who have done a good job saving and investing, but are now looking for strategies to pass on their hard-earned wealth to their children and grandchildren.
“We first attended one of Sandeep’s ‘Seven Biggest Mistakes’ seminars a few years ago and were amazed by how much knowledge it provided,” said Hal and Helen McIntyre. “We were in the process of educating ourselves on the best ways to ensure our family’s financial security after our passing and were really impressed with the breadth of information that the workshop provided. We would recommend this seminar to anyone looking for more education on family trusts, estate taxes and strategies for passing on assets.”
Dates and locations for September seminars in the San Francisco Bay Area:
September 15, 2008 |
| 10:00 am - 12:45 pm |
| Hilton Garden Inn |
| 840 East El Camino Real |
| Mountain View, CA 94040 |
September 16, 2008 |
10:00 am - 12:45 pm |
| Hilton Garden Inn San Mateo |
| 2000 Bridgepointe Circle |
| San Mateo, CA 94404 |
September 17, 2008 |
10:00 am - 12:45 pm |
| Stanford Park Hotel |
| 100 El Camino Real |
| Menlo Park, CA 94025 |
September 23, 2008 |
| 10:00 am - 12:45 pm |
| Crowne Plaza Cabana |
| 4290 El Camino Real |
| Palo Alto, CA 94306 |
September 23, 2008 |
| 6:00 pm - 8:45 pm |
| Crowne Plaza Cabana |
| 4290 El Camino Real |
| Palo Alto, CA 94306 |
For more information or to reserve a seat contact ATS at 888.446.8275 or visit 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, based on total revenues as reported in Financial Planning magazine, June 1996 – 2008, 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.
Contacts:
Bonnie Shaw, 858-724-2500
Bonnie@clearpointagency.com
