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DTSTART:20251216T180000Z
DTEND:20251216T190000Z
LOCATION:Luncheon at San Antonio Country Club
UID:2888320251216T180000ZDecember 16 Luncheon with Robert 'Andrew' Flores with Private Wealth Group
DTSTAMP:20260421T130555Z
DESCRIPTION:\nRobert "Andrew" Flores, CPWA®, CFP®, ChFC, CLU - Senior Partner of Equitable Advisors, LLC | Private Wealth Group\n \nAndrew 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.\n \n"Tax Mitigation Strategies"\n \nWe 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.\n\n\n Prerequisites:  None Experience Level: Advanced Advanced Preparation: None Teaching Method: Lecture \nCE Submission:\n CLE - 1 Hour Approved CFP - 1 Hour Pending CPE - 1 Hour Approved CTFA - 1.25 Hours Approved \nEvent Information:  Registration will open at 11:30am - Program will begin at 12:00pm.  \n \n \n
SUMMARY:December 16 Luncheon with Robert 'Andrew' Flores with Private Wealth Group - San Antonio Estate Planners Council 
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DESCRIPTION:Reminder
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