Wealth & Legacy Seminar SeriesTM
"Peace of Mind During Turbulent Times"
April 29, 2009
7:30 AM to 10:30 AM
San Diego, California
- Investing in turbulent times: increasing returns while lowering volatility
- Asset protection: Protecting your wealth from ‘in-laws, outlaws, creditors and predators'
- Handling turbulence in the family: Family Councils to resolve conflict and create vision
Moderator
R.J. Kelly, MSFS, ChFC
Founder & President
Wealth Legacy Group
Speakers
Chris L. Meacham, CPA
President & Chief Executive Officer
Cornerstone Wealth Management
What, if anything, is the appropriate investment strategy during these turbulent times, including investment strategies that provide financial peace of mind, investment opportunities arising from the ashes of a burned out economy, and volatility is a good thing if used properly
Nancy G. Henderson
Partner
Henderson, Caverly, Pum & Charney LLP
Asset Protection planning is not unethical and it is definitely not just for the very rich. For business owners planning with legal steps, not only protects your business from hazards, it protects you and your family, your partners and other co-owners, your employees, your vendors, and your customers.
Barry Graff, Ph.D.
Founder
Family Business Systems
Family-owned and closely held businesses face unique challenges with succession planning, organizational and leadership development, and communication and conflict resolution. Family councils and meetings educate members about the challenges, assist in resolving outstanding issues, and help families communicate effectively.
Spotlight on Legacy
Mike Mellace
CEO and Founder
Mama Mellace Old World Treats, and the Mama Mellace Foundation
Few products have experienced the success that Mama Mellace's Old World Treats have seen over the past few years. They have grown from a small San Diego-based retail operation to providing wholesale distribution coast to coast. They have also been doing much in giving back to the less fortunate:.....
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