Wondering what to expect in 2023? Join us for an insightful and exclusive conversation with market strategist Philip Blancato, CEO of Ladenburg Thalmann Asset Management, as he sorts through the shifting landscape of the global economy, market fundamentals, and the impact from Wall Street to Main Street. Phil will be joined by James L. Cunningham, Jr, the founder of CunninghamLegal, one of California’s leading estate and tax-planning firms and Certified Financial Planner Christina Lindsey Orta.
Estate Planning BASICS: Avoid Probate, Save Taxes, Protect Your Legacy!
What are the common Estate Planning mistakes? If you’ve been procrastinating, or have adult children who need to begin this process, bring them along—and join us as we get back to basics!