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September 22, 2018

2018 South Coast Summit

september, 2018

22sep9:00 am3:00 pmEvent Over2018 South Coast Summit

Time

(Saturday) 9:00 am - 3:00 pm

Location

UC Irvine Conference Center

A, 311 W Peltason Dr

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RSVPing is closed at this time.

Please let us know if you can make it to the event.

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The South Coast Summit is the premier conference for stable wealth strategies and ideas guiding investors through retirement.

Leaders across financial disciplines will host an array of talks tailored to the specific needs of retirees and their children as they maneuver thru a complex world of politics, investing, family, and legacy during the years leading up to and into retirement. Comprised of financial industry leaders across the spectrum, topics will include: the Donald Trump economy; impacts of the recent tax reform; the importance of developing a multi-strategy approach to the market; and leaving a lasting legacy.

The 10th Annual South Coast Summit will provide an environment for the exchange of ideas and expert analysis in tune with today’s complex economic landscape.

Check out a sneak peek of our featured speakers and topics for discussion, with many more to be announced over the next few weeks. Claim your spot today!

  • Rise and Shine! Market Update. Peter Eisenrich, CFA. Clark Capital, 2017 Strategist of the Year.
  • Investing Evolved. Keith Stempel. AssetMark.
  • Adding Value in Apartments Since 1976. John Freeborn. RK Properties.
  • Withstand the Tide. Nick Rosenthal. Griffin Capital.
  • Strategic Storage Growth Trust. Liquidity Event Update.
  • Tax Strategy. Jackson Elite Access. Managed Tax Deferral.
  • The Art of a 1031 Exchange. Passco Companies. $2.5 Billion in AUM.
  • Cottonwood Residential. Successful Portfolio Sale. Update With Saul Dougherty.
  • Blackstone. Understanding Alternatives.
  • Tax Reform Opportunities. Steve Gabrielson, CPA. Haynie & Company.
  • Long Term Care. Redefining the Golden Years. Lincoln Money Guard.
  • Custom 1031 Exchange. Inland. Celebrating 50 Years.
  • Take the Plunge. Living Your Best Life in Retirement. South Coast Investment Advisors.
  • Leave Your Legacy! AssetMark. Donor Advised Funds.
  • Passing the Torch. Succession Planning. WR Gorman & Associates.
  • The Living Trust. Attorney Steve Rochford. Estate Planning.
  • Eat Good, Feel Good. Taylor Ramsey. Nutritionist & Trainer.
  • Have an Adventure. Katie Kiefner. Luxury & Multi-Generational Travel.

september, 2018

22sep9:00 am3:00 pmEvent Over2018 South Coast Summit

Time

(Saturday) 9:00 am - 3:00 pm

Location

UC Irvine Conference Center

A, 311 W Peltason Dr

RSVP to event

RSVPing is closed at this time.

Please let us know if you can make it to the event.

Can not make it to this event?Change my RSVP

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