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Event Details
Please join us in my office as we participate in a monthly teleconference series designed to help you learn how the advisor team can collaboratively and effectively plan for clients. This teleconference is approved for 1.5 CFP credits.
According to the College Board, the average annual cost of attending an in-state four-year public college in 2008-2009 is more than $14,000 per year; and more than $34,000 per year for a four-year private college. With costs increasing at 2 to 3 times the rate of inflation, it should come as no surprise that saving for college is the most significant goal of many adults facing future college costs for their children
Join us for this critical teleconference to learn how advisors can work together to assist clients with the various education savings tools available, which can bring significant value to the planning team-client relationship.
It will be held Wednesday, April 22nd, 2009 at 10:00 a.m. Registration and brunch begin at 9:45 a.m. It will be led by Carl Waldman, Esq.
Please register by clicking on the "Register Now" button or call our office at (760) 930-1987, ext 3#. My assistant, Shelley Scally, will call to confirm your attendance, or feel free to call me at (760) 930-1987. Seating is limited, so please enroll early. I look forward to seeing you on April 22nd.
Sincerely,
Debra Leffler Streeter
Where
Streeter Law Group, A PC
2385 Camino Vida Roble, Suite 101
Carlsbad,
CA 92011
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Streeter Law Group, A PC
Our mission is to have a client-centered firm, where our first consideration is our client’s goals. We then work as a collaborative team where we, as part of that team, develop legal strategies that are unique to each client to help the client achieve their goals. Our goal is to establish a life-long relationship with each of our clients. To that end, we strive to have regular contact and thorough communication with each client to make sure we are taking into account changes in their business, personal and family goals as well as changes in the law. Thorough communication is achieved when we listen to our clients goals and concerns and apply our unique expertise to provide choices of solutions.
2385 Camino Vida Roble, Suite 101 Carlsbad, CA 92011
(760) 930-1987
WWW.STREETERLAW.COM
