Showing posts with label wealth management. Show all posts
Showing posts with label wealth management. Show all posts

Tuesday, December 16, 2008

Still. Here.

I realized when I went to post this that it has been nearly six weeks since my last post. Part of that is good news. I have been so busy with work that I haven't had the time that I have had previously to devote to this. The rest of it is laziness. Anyway, onward.

I am pleased to announce an article I wrote in the MacArthur Metro, a local newspaper here in Oakland. You can read it here. It's entitled "How Safe is My Money," and it's a brief piece about the economy and what you can do to protect your nest egg. Not directly about estate planning, but close enough.

It's the holidays, so future posts will be somewhat infrequent. Don't despair, we're all busy these days.

Thursday, October 30, 2008

My Schedule for the Week of Nov. 3

Starting today, I will be posting about conferences and seminars I will be attending or presenting. Here's my schedule for the week of November 3 through 8:

Nov. 4 - Bernstein Private Wealth Symposium
Hotel Nikko, San Francisco 8:30 - 1:30. You can read more about it here. The Bernstein symposium will focus on the roots of the current financial mess, and the potential for opportunities. Since much of estate planning is about preserving wealth for future generations, this should be informative.

Nov. 6 through 8 - State Bar of California Taxation Section Annual Meeting
Grand Hyatt, San Francisco. This is a three day event covering all manner of topics related to taxation. I will be attending seminars on taxation related to estate planning, wealth transfer and other trust and estate related issues.

These two conferences should provide a host of topics for future posts. Stay tuned!