UPCOMING EVENTS

  • Avoiding Business Planning Mistakes Using Life and Disability Insurance and Other Techniques
    We will view six short videos that dramatize the mistakes and their consequences and then identify strategies to help business owners avoid them. This is a great opportunity to invite your client and start a conversation about issues and opportunities related to their planning.
  • Private Retirement Trust: A Benefit to Living in California
    California boasts a relatively unknown, underutilized, yet extremely potent creditor exemption statute to its residents. Learn how successful business owners and employees can convert certain nonexempt and exposed personal assets to “exempt” private retirement assets.
  • Avoiding Business Planning Mistakes Using Life and Disability Insurance and Other Techniques
    We will view six short videos that dramatize the mistakes and their consequences and then identify strategies to help business owners avoid them. This is a great opportunity to invite your client and start a conversation about issues and opportunities related to their planning.

BROWN & STREZA EVENTS