Optimize Gift & Estate Planning Transactions by Integrating Balance Sheet & Cash Flow Statement
Date - April 18, 2012
Place -Joannie's Creekside Deli - 1795 College Parkway, Carson City, NV
Topic - "Optimize Gift & Estate Planning Transactions by Integrating Your Client's Balance Sheet and Cash Flow Statement"
RSVP - Cheryl Johnson, Wells Fargo Trust & Fiduciary Specialist - 775-823-4806 or firstname.lastname@example.org
Our Presenter - Aaron Squires, JD, CPA, CFA, CFP of Whittier Trust Company
Please join Aaron Squires as he discusses the following:
- Integrate estate plan document drafting with your clients specific financial situation
- Balance legacy planning goals with maximizing family legacy wealth
- Understand how cash flow needs, liquidity, asset allocation, income taxes and life expectancy influence estate planning strategies implemented
Aaron is a Vice President and Client Administrator with The Whittier Trust Company of Nevada's Reno Office. He works with hight net worth families and helps clients integrate their financial, tax, estate, and legacy goals.
Aaron received his BA (with High Distinction) from the University of Nevada, Reno and his law degree from Pepperdine University School of Law. Aaron holds licenses as an attorney in Nevada and California, CPA (California), CFA and CFP.