Date:
November 19th, 2024
Location:
Water Grill
3300 Bristol Street
Costa Mesa, CA 92626
Time:
5:30pm (reception & appetizers)
6:15pm (event start/dinner)
Topics:
- Upcoming changes in federal tax legislation and potential estate planning opportunities
- Combining the best of both worlds, by utilizing award-winning internal managers with best in class outside strategists
- How various income strategies can provide steady income in retirement
- Outlook for North American manufacturing and impact of the broader industrial market
- Role of investments in private companies for attractive, long-term capital appreciation
If you would like to register for a future event, please email sseo@lsadvisors.com or call us (310) 893-6060.