The Brea office recently volunteered to help build STEM and Birthday Kits at Foster Love, a non-profit that strives to make the foster care experience better for the 430,000 children nationwide going through it.
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In-Person Strategic Networking Event
October 26, 2023 | 5:30 pm to 8:00 pm PT | Venue: Mintz office
To keep our clients as informed as possible, we are offering an opportunity at 9:00 am PDT on Wednesday the 1st, to listen in on a 30 minute call with Keith Brandt, Blake Murphy, David Brandt, and Tim Miller, Director and Market Leader for BlackRock.
We will discuss with CWT clients:
BlackRock is the world’s largest asset manager with over $7 Trillion under management.
If you would like to participate, please register for the call here:
Thanks,
Your California Wealth Transitions Team,
Keith, Nicki, Blake, David, Brandi, and Alix
The California Wealth Transitions team attended the 2020 Kestra Ascend Conference in Scottsdale, AZ from February 2nd-5th.
With three days of presentations and breakout sessions, we were able to learn about best practices, the newest in financial technology, discuss regulatory updates, and listen to a multitude of motivational speakers including Alan Mulally, Former President & CEO of Ford Motor Company who lead its massive turnaround between 2006-2014. We were also able to nab a team caricature:
California Wealth Transitions heads to Fleming’s in La Jolla for another installation of our Business Owner Roundtable Event Series.
Join us at Fleming’s on Wednesday, February 12th, at 6:00 pm in the Fireplace Room for an exclusive event and discussion around common issues business owners face when presented with an opportunity to sell their company.
We will have resident experts from California Wealth Transitions to discuss financial planning strategies to minimize your tax liability and prepare your estate for a liquidity event.
We will also be joined by First Trust who will share ideas for how to get the highest offers and best valuation for your business as well as the moves you should be making to prepare for an exit.
Details of the event:
We look forward to a great night and hope you can join us!
