Each summer, the Community Foundation for Southern Arizona (CFSA) partners with the Southern Arizona Estate Planning Council (SAEPC) to host a special learning series for Professional Advisors. This includes attorneys, accountants, trust and investment advisors, insurance brokers, and financial planners who want to deepen their knowledge and stay current on issues that matter to their clients. It’s a chance to connect with peers, expand your expertise, and gain practical strategies to help clients in meaningful ways.
This session will focus on the unique issues of international families, with an emphasis on practical solutions to structuring, income tax, and transfer tax planning. The seminar will emphasize useful techniques for, emphasizing unique circumstances relating to Mexico, Canada, France, and Germany. Participants will receive instruction on tactics from-the-trenches that they can use in their practices.
Speakers include Brent Nelson of Rimon P.C., David Lopez-Monroy of Merrill Lynch Wealth Management, and Fernando Barraza of BeachFleischman.
This is a free event for SAEPC members. Guests are welcome to attend for $75. Breakfast and coffee will be provided.
*Note: The registration link will take you to SAEPC’s website to register.
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