A Community Foundation Professional Advisors Series seminar.
"Let me ask for a show of hands," Rob Zeeb says to professional advisors. "How many of you have seen an estate built by a client blown away by his or her children and grandchildren?"
Raised hands fill the room.
"Now, how many of you think the parents or grandparents who spent their lives building the family wealth planned for that to happen?"
No hands are raised.
This dynamic and enlightening seminar is designed for advisors and their clients.
We'll explore the failures common in traditional family planning and the elements that lead to sustained family prosperity.
At the core is understanding that planning begins with a family-before-fortune perspective.
Join us for this presentation about managing the financial future of families and the people who advise them.
Rod Zeeb, J.D., is the co-founder and CEO of The Heritage Institute, which provides training in the discipline of heritage planning. As an attorney, his practice is focused on business, financial, estate planning and adminstration, real estate and related tax issues.
|Steven Weldon, J.D., is the director of leadership giving at UC Santa Cruz. He practiced law with the Wycoff firm in Watsonville for 20 years, volunteering for community causes and serving as president of the Santa Cruz County Bar Association.|
When: Wednesday, November 28, 2012
Time: Two sessions (sign up for either one:)
Morning session: 8:00 a.m. to 9:30 a.m.
Lunchtime session: 12 noon to 1:30 p.m.
Cost: $30 (meal included)
Continuing education credit available.
For more information: Email Katie McClellan or call her at 831.662.2063.
Community Foundation Santa Cruz County
Whether you're a donor, professional advisor or nonprofit, you'll find workshops, free consultation, a resource library and networking opportunities here at your local community foundation.