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Monthly Dinner Meeting
February 20 @ 5:00 pm - 7:00 pm
Families, Wealth & Addiction
Our February speakers are Tom Nemat, Chief Executive Officer, and Joe Milligan, Chief Communications Officer of Beginnings Treatment Centers in Orange County, CA. Tom, an experienced estate planning attorney, and Joe, who has 24 years in recovery, will discuss the topic Families, Wealth & Addiction: Beyond Financial Solutions For Preserving Family Wealth In The Face of Addiction.
Estate Planning Attorneys and Wealth Advisors today play an increasingly important role in assisting families on issues of family governance, asset transfers, and philanthropic endeavors. It is the advisor’s knowledgeable and effective advice that is crucial to support the goals of healthy family interaction and wealth preservation. The focus on short-term crisis management detracts from the advisor’s ability to manage long-term success for their clients. Instead, advisors have a unique opportunity to address addictions head-on by working with families to exert effective external pressure, identify the proper resources and engaging support for your clients.
$35.00 for members
$45.00 for non-members