Estate Planning And Financial Security – Lessons from the Housing Crisis
About the Program:
– 1 hour General Participatory MCLE credit.
In this program, learn estate and financial planning lessons to help you and your clients achieve wealth and financial security. The speaker, Gary Laturno, provides a blueprint for avoiding financial mistakes made during the housing crisis and beyond based upon tips he gleaned from thousands of hours of counseling legal professionals, business owners, bankers, realtors and many others.
The program covers:
- Estate planning goals,
- The importance of a living revocable trust,
- Why many fail to achieve their 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 fits in your overall financial plan, and much more.
About the Speaker:
Gary M. Laturno, Esq. is a frequent speaker at conferences, events and national webinars on multiple topics including real estate, tax law, bankruptcy law, financial planning, money management, and wealth building. He is also 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: Increase Your Financial I.Q., Make Smart Money Decisions, Achieve Wealth & Financial Security.”
Mr. Laturno is an AV-rated attorney on Martindale Hubbell. In 2013, he was listed as one of Southern California’s top attorneys by the Los Angeles Times, and in 2009, Mr. Laturno was the recipient of the Housing Opportunities Collaborative Distinguished Pro Bono Attorney Service Award.
Date: Wednesday, March 26 2014
Time: 1-2 p.m.
Location: El Cajon
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.