December 16 Luncheon with Robert 'Andrew' Flores with Private Wealth Group
Date: Tuesday, December 16, 2025
Time: 12:00pm - 1:00pm
Location: Luncheon at San Antonio Country Club
Speaker: Robert 'Andrew' Flores, CFP®, ChFC®, CLU
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"
Tax mitigation planning ideas - Asset Location Planning, Roth Conversions, RMDs & QCDs, Charitable Giving and Charitable Trusts, Wealth Preservation Trusts with Life Insurance.
- Prerequisites: None
- Experience Level: Intermediate
- Advanced Preparation: None
- Teaching Method: Lecture
CE Submission:
- CLE - 1 Hour Approved
- CFP - 1 Hour Pending
- CPE - 1 Hour Approved
- CTFA - 1.25 Hours Pending
Event Information: Registration will open at 11:30am - Program will begin at 12:00pm.
