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Title

Speaker Event:  Leaving a Legacy — Transferring Your Values, Not Just Your Estate

Event Description

70% of estate transition plans fail, not because of a poorly defined estate plan, but because parents haven't transferred their values to their children. Learn how to talk with clients about something that robo-advisors will never be able to replace — investing in your children and leaving a legacy.

True-Tamplin-Corporate-Event-Speaker-Holding-Book_Cropped.jpg

True Tamplin is a public speaker, executive coach, entrepreneur and author. His book Raising an Executive speaks on leaving a legacy through investing in your children—by igniting their inner executive to outperform their peers and continue your legacy.

Event Type

Educational; Featured

Education Topic

Private Wealth Management

Start Time

10/24/2019 5:00 PM

End Time

10/24/2019 7:00 PM

City

Newport Beach

State/Province

CA

Event Country

USA

Event Region

Americas

Location Info

NEW VENUE:​

The Hyatt Regency
4545 MacArthur Blvd.
Newport Beach, CA 92660

Speaker

True Tamplin

CE Credits

1.0

SER Credit

0

Currency

$US

Member Price

$30

Non-Member Price

$65

Candidate Price

$35

Registration

All Day Event

 

Recurrence

 

Event Link

Register Today

Event Link Leads To New Tab

Yes

Event Short Info

 <b>Leaving a Legacy — Transferring Your Values, Not Just Your Estate</b><br>
70% of estate transition plans fail, not because of a poorly defined estate plan, but because parents haven't transferred their values to their children. Learn how to talk with clients about something that robo-advisors will never be able to replace — investing in your children and leaving a legacy.<br>
<br>
<a href="https://www.cfasociety.org/orangecounty/Lists/Events%20Calendar/EditForm.aspx?ID=960&Source=https%3A%2F%2Fwww%2Ecfasociety%2Eorg%2Forangecounty%2FPages%2FEvents%2DCalendar%2Easpx"> Learn More</a>

Attachments

Content Type: MyCFA Calendar
Created at 9/27/2019 10:59 AM by admin@cfaoc.org
Last modified at 10/16/2019 12:43 PM by dpantele@gmail.com[CASMSTS:username]