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Bar Association of San Francisco Events Calendar

The Solo and Small Firm Section of the Barristers Club presents
POSTPONED: Reach Your Goals: Retirement Planning Basics

February 20, 2018: 12:00 pm - 1:15 pm, No MCLE Credit. This is a brown bag luncheon
Past Event:
This information is about a past event.
View current Events Calendar

This program has been postponed.

Speakers
Anthony L. Wan, JD, CFA
Managing Member
WealthBoost Advisers

Melissa Hung
Farella Braun + Martel

Dave Rozzi
Senior Vice President
Risk Strategies Company

Michael Wu, CPA
Partner-Tax, SingerLewak

Topics
Hear from a panel of financial and legal professionals on what you need to do now in order to plan for your future, protect against the unexpected, and position yourself for financial freedom. Please join us in a conversation about retirement planning, with unique perspectives shared by a wealth advisor, an estate planning attorney, an insurance consultant, and a CPA on what matters most from a personal financial perspective.

• Financial Planning: key elements of a good financial plan
• Estate Planning: basic documents, why it’s important
• Insurance Planning: basic needs, why it’s important
• Tax Planning: tax minimization strategies for individuals

Section Chair: Lindsey Mignano, Smith Shapourian Mignano PC

Location

BASF Board Room
301 Battery Street
3rd Floor
San Francisco, CA 94111
Directions

Schedule

Registration: 11:30 a.m. - 12:00 p.m.
Program: 12:00 - 1:15 p.m.

Event Code: B181472

Questions about our seminars and the registration process?

Past Event:
This information is about a past event.
View current Events Calendar

Our partners at BASFAhern Insurance Brokerage