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 firstname.lastname@example.org.