Estate Planning & Financial Security – Lessons from the Housing Crisis - MC...
Event Information
Description
About the Program:
1 hour MCLE General Participatory credit.
Learn estate and financial planning lessons you can use to help you and your clients achieve wealth and financial security. With tips gleaned from thousands of hours counseling attorneys, judges, doctors, retirees, housing counselors, realtors, bankers, business owners, and others, Gary Laturno provides a blueprint for avoiding financial mistakes that so many made during the housing crisis and continue to make. During this program you will learn: estate planning goals, the importance of a living revocable trust, why many fail to achieve financial goals, the benefits and advantages of creating a financial plan, characteristics of self-made millionaires, how to audit cash flow, where to cut and if radical steps are necessary, where your house should fit into your overall financial plan, and lots more
About the Speaker:
Gary M. Laturno, Esq. frequently speaks at conferences, events and national webinars on multiple topics including real estate, tax and bankruptcy law, as well as financial planning, money management, and wealth building. He is the co-author of two books, “Three Steps to Wealth & Financial Security – All That Glitters Isn’t Gold” and “The U. S. Housing Crisis – Lessons Learned”.
About Cancellations:
To cancel your registration, please call 619-441-4451. To receive a refund, you must notify us 72 hours in advance. Refunds may take up to 2 weeks to process.