Be our guest at this complimentary educational seminar as we discuss the following:
- Midterm Elections
- Trade/Foreign Relations Policy
- Government Funding
- Safety Net Programs
- Interest Rates
- Capital Gains Planning
- Roth IRA Conversions
- Step Up in Basis Rules
- Charitable Gifting - QCDs, Donor-Advised Funds
Estate Planning for 2019 - What is changing and what should you be doing?
Guest Speakers Include
Kyle Schneider, CFP®, ChFC®, is a Certified Financial Planner™ who embraces a model of comprehensive financial planning that includes investment management, cash flow distribution strategies, taxes, estate planning, insurance, and wealth accumulation to create a fully unified financial plan that can leave a legacy for future generations.
Eric Oh, CFP®, ChFC®, is a Certified Financial Planner™ and joined Chatterton & Associates, The Wealth Managemnt Team, Inc. in 2008. He currently holds the Series 7 and 66 licenses, and is also a licensed life insurance agent and a member of the Financial Planning Association (FPA) – Orange County Chapter. Eric believes that a financial advisor’s biggest responsibility is client education; the more we educate, the more productive the relationship becomes.
Cameron Jalbert, ChFC®, is a Financial Planner with Chatterton & Associates, The Wealth Management Team, Inc. Cameron’s focus is to guide his clients through every aspect of their financial life by helping them to create and manage a comprehensive financial plan unique to their individual objectives. Cameron received his Bachelor’s degree in Business Administration with emphases in Finance, Entrepreneurship, and Real Estate, per Cum Laude recognition from Chapman University, with addition of a Minor in Managerial Leadership.
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 me 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. Jim was raised in Whittier, and he graduated from the University of California, Davis and received his Juris Doctorate degree from the University of the Pacific-McGeorge School of Law.
The Law Office of James F. Roberts and Associates and James F. Roberts, Attorney at Law, are not affiliated with Royal Alliance Associates, Inc.
Holly M. Nabiey, Attorney at Law, places her emphasis in estate planning, tax planning and estate administration. 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. She earned her law degree from Loyola Marymount Law School in Los Angeles and earned her bachelor’s degree from the University of California, Los Angeles.
The Law Office of James F. Roberts and Associates and Holly M. Nabiey, Attorney at Law, are not affiliated with Royal Alliance Associates, Inc.
Davinda Wijemanne is an estate planning attorney at Roberts & Associates. Prior to joining the firm, Davinda worked in finance where he assisted families and business owners from the financial perspective of estate planning. His primary focus is in estate planning and trust administration. He works closely with clients to develop personalized and comprehensive estate plans. Davinda received his law degree from Pepperdine Law School and his bachelor’s degree from California State University, Fullerton. Davinda joined the Law Offices of James F. Roberts in 2017.
The Law Office of James F. Roberts and Associates and Davinda Wijemanne, Attorney at Law, are not affiliated with Royal Alliance Associates, Inc.
David Hilliard, EA, NTPI Fellow® is an Enrolled Agent who understands the values of ethics, dedication and service to people. In 2001, David graduated from Cal Poly Pomona with a Bachelor’s of Science Degree and has been a part of the Grandfield Tax and Business team since 2009 where he developed interest in specializing in real estate and IRS representation.
Grandfield Business Tax and Business Services, Inc., and David Hilliard, EA, are not affiliated with Royal Alliance Associates, Inc.
The Classroom at Planning You Can Trust
3061 E. La Palma Ave
Anaheim, CA 92806