December 16 Luncheon with Robert 'Andrew' Flores with Private Wealth Group
Robert "Andrew" Flores, CPWA®, CFP®, ChFC, CLU - Senior Partner of Equitable Advisors, LLC | Private Wealth Group
Andrew Flores has been involved in the financial services industry since he was 18 years old. For over two decades, he has made it his life work to help people achieve financial independence while empowering them to live a balanced life filled with significance.
"Tax Mitigation Strategies"
We will discuss several tax-smart financial planning concepts for HNW and UHNW clients. Topics will creative tax mitigation strategies including: Asset Location Planning, Roth Conversion Strategies, Retirement Distributions, Charitable Planning (DAFs/CRTs) and Wealth Preservation trusts.
- Prerequisites: None
- Experience Level: Advanced
- Advanced Preparation: None
- Teaching Method: Lecture
CE Submission:
- CLE - 1 Hour Approved
- CFP - 1 Hour Pending
- CPE - 1 Hour Approved
- CTFA - 1.25 Hours Approved
Event Information: Registration will open at 11:30am - Program will begin at 12:00pm.
