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June 2022  | The Classroom at Chatterton & Associates

Expanding Your Resources to Create, Preserve & Transfer Wealth

Learn How Wealth, Tax, and Estate Can Work Together to Empower Your Family

Planning for your finances, taxes and estate is essential to growing and preserving your assets. As uncertainties continue to grow, it can sometimes be difficult to know which strategies to entertain in order to achieve your personal financial goals. 

At our upcoming seminar, financial advisor Eric Oh, tax professional David Hilliard, and the team at The Law Office of James F. Roberts & Associates will discuss strategies and best practices to consider so that you are better informed and can be more proactive in your planning.

If you attended our seminars in March, you may have learned about a lot of what we are covering. This is a great opportunity to invite your friends and family to join us in our office classroom to see how our 3n1 works together for the benefit of our clients.

What We Will Cover:


Capital Markets and Economics Review

What are Indicators Pointing Toward?

Investment Portfolio Management

Investment Portfolio Management

Strategies to Manage Risk and Diversification of Assets

Tax Planning Strategies

Tax Planning Strategies

How an Annual Projection Helps in Reducing Future Income Taxes

What’s Changing in Estate Planning

New Ways to Preserve Your Family’s Assets

When:

We will have a total of 6 sessions, lunch or dinner, to accommodate your schedule. 

June 8th | Wednesday
Lunch Session 11:30AM
or
Dinner Session 6:00pm

June 9th | Thursday
Lunch Session 11:30AM
or
Dinner Session 6:00pm

June 14th | Tuesday
Lunch Session 11:30AM
or
Dinner Session 6:00pm


*An Individually-packaged meal will be provided. 

*This event will be recorded and videos and images from the event may be used in the future for promotional purposes.


Your Safety Is A Priority For Us!

We will be adhering to state and county guidelines to ensure our events meet the current standards. We understand that the future is unpredictable! At this time, we are going to move forward with our events and look forward to seeing you there. If you feel uncomfortable attending, we completely understand – a recording of the seminar will be e-mailed out to those who RSVP.


Location


The Classroom at
Chatterton & Associates

3061 E La Palma Ave.
Anaheim, CA 92806



Presented by:

Eric Oh | Chatterton & Associates

Eric Y. Oh

Financial Planner

Kyle Schneider | Chatterton & Associates

Kyle Schneider

Financial Planner

David Hilliard | Chatterton & Associates

David Hilliard

Enrolled Agent

James F. Roberts | LAW OFFICE OF JAMES F. ROBERTS & ASSOCIATES, APC

James F. Roberts

Estate Planning Attorney at The Law Office of James F. Roberts & Associates, APC

Holly Nabiey | LAW OFFICE OF JAMES F. ROBERTS & ASSOCIATES, APC

Holly Nabiey

Estate Planning Attorney at The Law Office of James F. Roberts & Associates, APC

Davinda Wijemanne | LAW OFFICE OF JAMES F. ROBERTS & ASSOCIATES, APC

Davinda Wijemanne

Estate Planning Attorney at The Law Office of James F. Roberts & Associates, APC

Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Advisory Services offered through Chatterton & Associates. The Law Office of James F. Roberts and Associates is not affiliated with Royal Alliance Associates, Inc.

Join the Seminar

39
DAYS
3
HOURS
1
MINUTES
39
SECONDS

Complimentary for Attendees

Seating capacity is reduced and seats are limited on a first come first served basis. Please limit your party to 3 people total.

Check the background of this firm/advisor on FINRA’s BrokerCheck.