ASSET PROTECTION PLANNING
PROTECT YOUR ASSETS FROM CREDITORS, PREDATORS, LIENS & JUDGMENTS.
If you own any meaningful assets, you are a target. There are four primary causes of lost wealth; poor tax planning, bad investments, divorce and unforeseen lawsuits.
Harry Barth is the founding member and the Senior Partner in the firm BarthCalderon, LLP. Harry has more than 40 years of experience counseling franchisees, business owners, corporations, individuals and families. He has distinguished himself by being an asset protection advocate. He has co-authored a book, " Planning Today For All Your Tomorrow's, a Practical Guide to Help High Income and/or High Net Worth Clients".
Educational Background:
+ Juris Doctor
+ MBA degree in Financial Planning
+ Master of Science in Financial Services
+ Accredited Estate Planner (AEP)
+ Certified Estate Advisor (CEA)
+ Certified Financial Planner (CFP)
+ Certified Wealth Preservation Planner (CWPP)
+ Certified Asset Protection Planner (CAPP)
+ Chartered Advisor in Philanthropy (CAP)
+ Chartered Financial Consultant (CHFC)
+ Chartered Life Underwriter (CLU)
+ Certified in Long Term Care (CLTC)
+ Graduate Estate Planning Advisor (GEPA)
To Register please call or email:
Niery Karaghoossian
niery@barthattorneys.com
714-704-4828
Tuesday Feb 24, 2015
10:00 AM - 11:30 AM PST
Tuesday February 24th
10:00-11:30am
Marin Builders Association
660 Las Gallinas Ave
San Rafael
FREE
Printed courtesy of www.srchamber.com – Contact the San Rafael Chamber of Commerce for more information.
817 Mission Ave., San Rafael, CA 94901 – (415) 454-4163 – frontdesk@srchamber.com