Tuesday, October 27, 2009

Next Asset Protection Society Meeting

We have scheduled the next Orange County Asset Protection Society Meeting for Tuesday, November 24, at 7:00 PM in our office located at 3737 Birch, Suite 400, Newport Beach, CA 92660. Todd Rustman of GR Capital Asset Management (www.gr-cam.com) will be speaking on principally protected investment options for your clients and include a discussion on some of the current options involving premium financed life insurance. If you are looking for investment options for your clients who have suddenly become much more risk adverse in this economy, you will not want to miss this discussion. Non financial advisors will also be in attendance to discuss the asset protection characteristics of these planning structures and how to ensure that your client is as protected as he or she can be. Please RSVP by emailing me if you would like to attend and if you have any other questions do not hesitate to contact me to discuss. Any advisor, client, or other people may attend by RSVP'ing with me at mziebold@ferruzzo.com.

Thursday, October 1, 2009

The Next Business Killers Presentation

We had a wonderful turnout for the first Business Killers presentation and will be doing another one on November 12 from noon to 1:30. This presentation covers important topics for business owners that I regularly see in my practice. Some of these topics are buy/sell agreements, key person insurance, valuations of businesses, business succession planning, and many others. If you are interested in learning more, then you can read about the presentation here: ( http://www.businesskillers.com ). If I can answer any questions about these topics or if you would like to attend this presentation, feel free to email me at mziebold@ferruzzo.com. The next upcoming presentation will be held on Wednesday, September 30from noon to 1:30.