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Asset Protection for the Real World—Case Studies of Real People and Their Assets

  • 17 Oct 2018
  • 7:00 AM - 8:30 AM
  • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201
  • 53 registrants

Registration

  • Includes first time and repeat guests
Registration is closed

"Asset Protection for the Real World—Case Studies of Real People and Their Assets"
 

  Ike Devji
  Attorney
  Pro-Asset Protection
 
 
 
This presentation will cover:

1.  Basics, Timing and Liability Issues for Planners
2.  Current Common Fact Patterns Causing Loss:
  • Exposed Income Streams
  • Failure to De-Risk
  • When no planning or bad planning attack
  • Risk Factors Clients and Planners Overlook
  • Self Created Exposures with Cars
  • Why Sudden Wealth is High Risk - Exit Planning
3.  Insurance Planning - Key Exposures and Failures in Asset Protection Plans
4.  Current Seasonal Risks that target your client's wealth:
  • Tax Fraud
  • HR Risk
  • Party Season
  • Data Risk
  • Threats to safety
 Greet and Thank our Meetings Sponsor!

Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
 
Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.
 
Additional meeting information:

Thank you for registering for this meeting!

We look forward to seeing you there. Watch for your event reminder two days beforehand...

Be sure to sign in for continuing education records.

Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

Attending at the door? Additional information......

East Valley Estate Planning Council

www.evepc.wildapricot.org

evepc@premiumorganization.com

602-840-2900 X1

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