Build Your Financial Future with Confidence: The Collaboration of Wealth, Tax & Estate in 2024
Join Chatterton & Associates as we welcome you to a new year of financial wellbeing. Take part in a panel discussion featuring members of our wealth, tax, and estate teams to discuss key updates that our community are asking about for 2024. The collaborative nature of this seminar will allow attendees to make more informed financial decisions as they navigate their financial goals for the year.
What We'll Discuss:
- Wealth, presented by Eric Oh – ChFC®, CFP®, ChSNC®: Economic and capital markets update, net unrealized appreciation on employer stock, and fixed income strategies.
- Tax, presented by David Hilliard – Enrolled Agent & NTPI Fellow: Preparing for the sunset of TCJA, tax deductions and credits you can use to minimize your tax burden, gifting rules for 2024.
- Estate, presented by Law Office of James F. Roberts & Associates, APC:
Estate law changes, beneficiaries with special needs/circumstances, and asset protections.
Join us to learn collaborative strategies from wealth, tax, and estate perspectives to build your unique financial future. Choose the session below that works for your schedule.
*A recording of the seminar will be e-mailed to those who RSVP.
Lunch or dinner will be provided in the Chatterton classroom.
When:
Wednesday, January 31, 2024
Lunch 11:30 a.m. Dinner 6:00 p.m.
Thursday, February 1, 2024
Lunch 11:30 a.m. Dinner 6:00 p.m.
Tuesday, February 6, 2024
Lunch 11:30 a.m. Dinner 6:00 p.m.
Wednesday, February 7, 2024
Lunch 11:30 a.m. Dinner 6:00 p.m.
Friday, February 9, 2024
Virtual Session with Live Q&A, 10:00 a.m.
*Capacity is reduced, and seats are limited on a first-come, first-served basis.
Please limit your total party to 3 people.
Where:
The Classroom at Chatterton
3061 E. La Palma Ave., Anaheim, CA 92806
Meet Our Panelists:
Eric Oh
ChFC®, CFP®, ChSNC®
Eric is a Certified Financial Planner™, Chartered Financial Consultant®, Chartered Special Needs Consultant® and investment advisor representative at Chatterton & Associates. He firmly believes that part of being a Certified Financial Planner™ is putting the client’s interests above all. This is achieved by listening to the client’s specific needs, then devising a plan that’s designed to help them achieve long-term success. Client service is the key to client satisfaction, which is why he continuously strives to build long-lasting professional and personal relationships with his clients..
David Hilliard
Enrolled Agent & NTPI Fellow
David has over 10 years of experience in the tax industry. He specializes in representing clients in front of the IRS and other government agencies. Currently, he is serving as President of the California Society of Enrolled Agents. David has a passion for guiding his clients through an increasingly complex tax landscape.
James F. Roberts
Attorney at Law
James (Jim) Roberts is the founder of one of the premiere estate planning law firms in Orange County. Since 1981, with Jim at the helm, the firm has met the estate planning needs of more than 8,000 clients. Having witnessed the devastation of families due to poor estate planning, Jim and his firm are dedicated to protecting families from the problems of probate and avoiding overpayment of taxes.
Holly M. Nabiey
Associate Attorney
Holly M. Nabiey is a Certified Specialist in Estate Planning, Tax and Probate Law by the State Bar of California Board of Legal Specialization. She focuses on creating estate plans that reflect the client’s personal desires regarding disposition of wealth and assets and navigates successor trustees through trust administration and tax planning.
