KFWB 980 and KNX 1070 radio business reporter and Money 101 host Bob McCormick will moderate a free AlphaWealth Clinic & Private Brunch, a panel discussion on wealth management and financial strategies in challenging economic times, on Saturday, September 24, 10 – 11:30 a.m. at Andrei’s Restaurant, 2607 Main Street in Irvine. Panelists include Candace Huie, tax partner with White, Nelson & Co. LLP, Bill Litvak, partner and Chief Trial Counsel with Dapeer, Rosenbilt & Litvak LLP, and Ken Stern, San Diego radio and television correspondent, and head of Ken Stern & Associates, a wealth management firm.
Topics to be discussed include: 1) the biggest threats and best ideas regarding retirement, 2) the effects of inflation, higher interest rates and the next recession, 3) how to thrive in a volatile and chaotic economic environment, and 4) advanced estate planning, tax, asset protection and succession planning.
While the event is free, registration is required. To reserve up to four tickets, contact (800) 529-2884 or [email protected].
White, Nelson & Co. LLP provides a full range of accounting and tax services that support some of Southern California’s most successful and entrepreneurial companies. It was founded in 1948, and is the 3rd largest accounting firm headquartered in Orange County. White Nelson represents over 1,200 business and 1,800 individual clients. Address: 2875 Michelle Drive, Suite 300, Irvine, CA 92606. Phone: (714) 978-1300. Website: www.whitenelson.com.