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Past Events
Provisors Bay Area Woman’s Affinity
Planning for Life’s Unexpected Events
When: October 21, 2020
Where: Via Zoom
Here’s what one woman had to say about this event:
You all were amazing!!! Thank you for the hard work, the organizing, the thoughtful approach to the topic, and for inspiring us all to think more deeply about planning for the inevitable.
Laura Powel
7th Annual commercial Real Estate Update, Trends & Networking Symposium
What Every Commercial Real Estate Syndicator, Investor, Broker, Property Manager and Advisor MUST Know About New Developments in Law, Tax, Financing, Market, and Cannabis (PLUS Great Networking)
When: Friday, March 20th
9:00 am – 5:00 pm: Symposium
Where: Your computer – This event is presented exclusively via livestream with virtual networking
How to Register: Visit our event site to register
More Information: Read Below or Click Here to see our Event Flyer
2020 is poised to be potentially one of the most challenging and/or one of the best years for real estate investors:
- This has been the longest expansion in U.S. history–how long can it continue?
- For years, experts have warned that real estate is overpriced
- There are concerns that the market may be softening
- The new rent control law is creating new challenges for multifamily investors
- This is an election year, when anything is possible
Whatever strategies worked last year will not necessarily work this year. Investors need help to reconsider what strategies they should be using for their investments in this unprecedented, uncertain real estate market.
Attend this fast-paced event and get all the latest information, news, and strategies you need to prosper in this year’s pivotal real estate market, plus network with deal-makers. These strategies can be used for ALL commercial real estate: apartments, office, retail, industrial, self-storage, etc.
PLUS all tickets are “2 For 1”! If you’re an investor, bring your partner, colleague or whomever else you believe will appreciate this educational and networking opportunity. If you’re a broker, property manager or advisor, bring your best investor client or whomever you would like to become your client as your guest. They will thank you. This event always gets great reviews (see below)!
PLUS register before March 1 and get a special 50% DISCOUNT! When you’re checking out, just select the “Early Bird” ticket and you will get 50% OFF!
PLUS this year we will be featuring a Shark Tank! If you want to find a joint venture partner, pitch your deal to our panel of sharks and you might get your deal funded! We will only allow three deals to be presented, and we are taking applicants NOW! So, if you would like to apply to present at the Shark Tank, send an e-mail with a summary of your deal to [email protected].
PLUS scroll down to see all the gifts you get when you attend. Those gifts are worth far more than the cost of your discounted ticket.
Over 100 commercial real estate investors and professionals attended this event last year. Don’t miss out this year!
As always, there will be GREAT NETWORKING! If you like accredited investors, they will be attending–they always do.
Michelle C. Lerman to Guest Speak at New Focus Financial Group Seminar – Retirement Income and Tax Planning
When: Thursday: February 06, 2020, 6:30 to 8:30 p.m.
Where: Elks Lodge, 4249 El Camino Real, Palo Alto, CA 94306
Registration is $25.
Use promo code EVENT25 for free admission.
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.
Please join us for our Retirement Income and Tax Planning Seminar.* Rob Black will share market happenings and trends, while Chad Burton, CFP®, will discuss:
- Minimizing taxes in retirement after the 2017 tax reform
- Transitioning your portfolio from the accumulation phase to the income phase
- Choosing the right accounts to draw from first
- Minimizing your retirement income taxes
- Selecting optimal Social Security strategies
- Discerning good and bad retirement products
- Managing IRAs and 401(k)s in retirement
- Measuring risk in your portfolio
- Protecting your estate from long-term-care costs
- What to expect in 2020
Click here for more information.
Monthly Commercial Real Estate Networking Group
When: 1st Tuesday of every month
Where: San Francisco
The first three meetings are free. Click here for more information.
Historic New Law: Urgent Action Steps and Planning for Retirement Accounts under the SECURE Act
When: THURSDAY: January 30th, 1:00pm to 2:00pm and
FRIDAY: January 31st, 10am-11am
Where: Lerman Law Building, 802 B Street, San Rafael
Registration is $25
If you have retirement accounts, the SECURE Act that just went into effect January 1st will affect you and your family and could potentially undermine your estate planning goals.
Under the SECURE Act, those who you want to receive your retirement accounts will most likely be paying significantly higher income taxes and be vulnerable to creditor claims and divorcing spouses.
In this timely presentation, you will earn what you can do immediately to minimize the problems created by the new law, including:
- How to change your retirement account beneficiary to avoid all income tax
- How to best protect the assets from the claims of creditors
- How to prevent beneficiaries from wasting away their inheritance
- How to use a special charitable trust to create an income stream for your beneficiaries and minimize income tax
- How to integrate insurance into your estate plan to preserve wealth for your beneficiaries
- And more….
Click here for more information.
Joint Ventures: The Cheapest, Easiest, Fastest and Safest Alternative to Syndication
When: January 2020
Most investors need other people’s money (OPM) to achieve their real estate goals. The problem is that most investors incorrectly believe that syndication is the only way to do deal with OPM. Join us as “The Real Estate Investor’s Lawyer”, Jeff Lerman, explains in plain English why, even though he helps investors with syndication, he believes joint ventures are the cheapest, easiest, fastest, and safest alternative to syndication. By the end of this No Charge Online Training, you will have learned:
- Why it’s important for investors to understand what is really meant by a joint venture.
- Why a joint venture is the cheapest, easiest, fastest, and safest option for investors.
- The downsides of syndication and how a joint venture avoids those problems.
- The key differences between a syndication and a joint venture.
- How a joint venture, done right, means you won’t have to worry about securities laws.
- Crucial terms every JV must have in order to set up your JV for success and minimize disputes.
Click here to get more information and save your seat.
6th Annual Commercial Real Estate Update, Trends & Networking Symposium
Important: New Developments Impacting Commercial Real Estate
What every investor, broker, property manager and CRE advisor must know in today’s new economy.
When:
Thursday, March 21st, 2019
9:00 a.m. – 5:00 p.m.
5:00 p.m. – 6:00 p.m. networking
Where:
Bernstein | 555 California St. Suite 4400
San Francisco, CA 94104
Registration:
Online: www.cresymposium2019.eventbrite.com | Or Call: (415)454-0455
Register before March 1 and get a special 50% discount! When you’re checking out, just enter the coupon code: LLP-EarlyBird
Network to find your next deal, partner or investor and learn about new laws, developments and trends that will impact the business of all commercial real estate professionals. This is a “don’t miss” event.
Attendees of this special event will learn:
- New laws and court rulings that impact commercial real estate
- The New Tax Plan: How CRE owners can use it to increase their profits
- Estate Planning: Planning opportunities under the new tax plan
- Cannabis: Profits and pitfalls for CRE under federal and California law
- Cryptocurrency, Bitcoin And Blockchain: The Future of CRE is here
- California natural disasters: CRE opportunities to help communities recover
- Opportunity Zones: The latest CRE opportunity
- Financing strategies: How to thrive in a rising interest rate market
- Market Update: Time to sell or time to buy? Plus emerging markets!
- Syndication: Investor/Sponsor compensation and investor ROI expectations
- The cheapest, easiest, fastest, safest way to build your CRE portfolio and raise money without worrying about the securities laws
- …plus more networking with accredited investors and deal-makers
Attendees will also receive the following for free, as our way of saying “thank you.”
- Free Legal Consult
- Free estate plan consult
- Free “Billion Dollar Braintrust” recording
- Free “Finding the Needle” webinars
Click here to view the event flyer for additional info, or visit the website to register.
MICHELLE C. LERMAN IS GUEST SPEAKER AT NEW FOCUS FINANCIAL GROUP EVENT: RETIREMENT INCOME AND TAX SEMINAR!
When: January 24, 2019
6:30 pm to 8:30 pm
Where: Palo Alto Elks Lodge
4249 El Camino Real
Palo Alto, CA 94306
Registration is $25
Use promo code EVENT25 for free admission.
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future
Please join us for our Retirement Income and Tax Planning Seminar.* Chad Burton, CFP®, will discuss:
- How to minimize taxes in retirement after the 2017 tax reform
- Transitioning your portfolio from the accumulation phase to the income phase
- Choosing the right accounts to draw from first
- Minimizing your retirement income taxes
- Selecting Social Security strategies
- Discerning good and bad retirement products
- Managing IRAs and 401(k)s in retirement
- Measuring risk in your portfolio
- Protecting your estate from long-term-care costs
- What to expect in 2019
In addition, Rob Black will discuss the market outlook, and attorney Michelle Lerman will explain how to update your estate plan to reflect the latest laws.
Michelle C. Lerman to Guest Speak at New Focus Financial Group Seminar
When: Saturday, November 17, 2018
Where: Rotary Summit Center | Seventh floor (top floor), 88 S. 4th St., San Jose, CA 95112
Cost: Registration for each seminar is $25 | Use promo code EVENT25 for free admission.
Whether you’re 25 or you’re 65, managing your money can get complicated. Please join us for one of our two seminars to learn strategies that can help you build wealth, invest confidently, and retire better.
Seminar 1 | Retirement Income and Tax Planning Seminar
Time: 9:30am to 11:30am
You’ll hear from Chad Burton, CFP®, on:
- Minimizing taxes in retirement after the 2017 tax reform
- Transitioning your portfolio from the accumulation phase to the income phase
- Choosing the right accounts to draw from first
- Minimizing your retirement income taxes
- Selecting optimal Social Security strategies
- Discerning good and bad retirement products
- Managing IRAs and 401(k)s in retirement
- Measuring risk in your portfolio
- Protecting your estate from long-term-care costs
In addition, Rob Black will discuss the market outlook, and attorney Michelle Lerman will explain how to update your estate plan to reflect the latest laws.
Seminar 2 | Investing Beyond a 401(k)—Wealth Accumulation
Time: 1:00pm to 3:00pm
You’ve set goals for investing, created an emergency fund, saved for big purchases, paid off high interest rate debt, and maxed out your 401(k)—so now what? Join our discussion on how to save and invest your way to a bigger nest egg:
- Understanding asset allocation and diversification
- Investing in real estate
- Approaching individual stock holdings
- Capitalizing on bond funds and tax-free municipal bonds
- Using Roths and Roth conversion strategies
- Investing in a business or franchise
- Working with taxable investments
- Selecting the right college savings plan
- Hiring a financial advisor
- Using an HSA to save on your deductible while growing wealth
- Understanding the difference between ETFs and mutual funds
- Maximizing savings strategies for the self-employed
Michelle C. Lerman is presenting to the Provisors’ Bay Area Lawyers Affinity Group on Tuesday, November 13th
Michelle C. Lerman will be discussing the 2018 Tax Cuts & Jobs Act and critical estate planning revisions needed under the New Tax Act
Michelle and Jeff to speak at America’s Largest Wealth Expo
Michelle and Jeff Lerman will be speaking at the Real Estate Wealth Expo with Tony Robbins, Grant Cardone, Daymond John, Pitbull, Earvin “Magic” Johnson, Madison Hildebrand, Egypt Sherrod and 9 Self-Made Millionaires. Michelle will be speaking on the topic of “Estate Planning for Investors, Homeowners and Parents”. Jeff will be speaking on “Real Estate Dealmaking: Negotiate to Win-Secrets of The Real Estate Investor’s Lawyer”. Both speaking engagements are on Sunday morning.
VIP TICKETS cost $69 but, as speakers, Michelle and Jeff have a limited number available to gift to serious investors. If you want one, please e-mail Jeff ASAP. Please see below for more details, including four bonuses for those holding VIP tickets. If you have any more questions about the event, please click here for more details.
AMERICA’S LARGEST WEALTH EXPO. SF BAY AREA | SAT. & SUN. OCT 13-14
When: Saturday, October 13th & Sunday, October 14th | 8am – 6:30pm
Where: San Mateo County Event Center | 1346 Saratoga Drive, San Mateo, CA 94403
Cost: Click here to see ticket options. Ticket is valid for BOTH days
Event Details:
Peak Performance Training with Tony Robbins, greatest living sales expert Grant Cardone, Shark Tank’s Daymond John, business powerhouse Earvin “Magic” Johnson, a special live performance by Pitbull, Flip or Flop’s Christina El Moussa, Flipping Virgin’s Egypt Sherrod, Madison Hildebrand from Million Dollar Listing LA, Podcasting King Adam Carolla and more than 30+ classes on entrepreneurship, real estate, sale & marketing, e-commerce and more! Non-stop networking opportunities plus tons of booths and exhibitors.
LEARN HOW TO MAKE MONEY If you’re interested in being more successful, don’t miss this event!
This exciting Expo will show you 100’s of WAYS TO MAKE MONEY FAST.
Learn How To:
- Develop your millionaire mindset
- Flip properties; strategies to increase your income
- Make money with stocks no matter which way the market is going
- Close your first deal in 30 days working part-time. For beginner and experienced investors
- Buy and sell tax liens and income producing properties
- Build a thriving Internet business
- Increase sales and market your business
- Find a small business you can operate from home for under $3500 dollars
- Start selling on e-commerce with products you never even own
- And Much MORE!
What You’ll Get:
- Peak Performance Training from Tony Robbins LIVE!
- All-day networking opportunities with big investors and dealmakers
- Show guide
- Workbook
- Certificate of Real Estate Investing
- 30+ classes
YOU CAN MEET NEW PARTNERS, FRIENDS, OR PEOPLE WITH CASH TO LEND DURING OUR SPEED-NETWORKING EVENT & FIND DEALS AT THE DEAL CAFÉ.
Thousands of people who had little or no experience in business OR real estate are now making INSANE money.
Who should attend:
- Investors, entrepreneurs, small business owners, realtors, 2nd income earners, anyone starting or growing a business, homeowners, mompreneurs, salespeople, mortgage brokers, real estate brokers and contractors.
- You’ll be given all the tools, systems & funding to make money in Real Estate in the Austin area.
- BONUS #1 Three Hour Peak Performance Training with success coach Tony Robbins.
- BONUS #2 Find or bring your great deals to the DEAL CAFÉ. Many of these deals are not published anywhere else & are only for insiders attending the Expo.
- BONUS #3 Largest Speed Networking Event in the world. Get introduced to Partners, Friends, or People with cash to lend, or even investors looking to invest in your idea. “Amazing, Fun, Get Lots of New Business!”
- BONUS #4 Experience a bonus performance from entertainer and entrepreneur Pitbull, Mr. Worldwide.
- WIN Cash Prizes!
MICHELLE C. LERMAN IS GUEST SPEAKER AT NEW FOCUS FINANCIAL GROUP EVENT: RETIREMENT INCOME SEMINAR!
When: Thursday, September 20, 2018
6:30 pm to 8:30 pm
Where: Toll House Hotel
140 Santa Cruz Ave
Los Gatos 95030
Registration is $25
Use promo code EVENT25 for free admission.
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future
Please join us for our Retirement Income Strategies and Estate Planning Seminar.* Chad Burton, CFP®, will discuss:
- How to minimize taxes in retirement after the 2017 tax reform
- Transitioning your portfolio from the accumulation phase to the income phase
- Choosing the right accounts to draw from first
- Minimizing your retirement income taxes
- Social Security strategies
- Good and bad retirement products
- Managing your IRAs and 401(k)s in retirement
- Measuring risk in your portfolio
- Protecting your estate from long-term-care costs
In addition, Rob Black will discuss the market outlook, and attorney Michelle Lerman will explain how to update your estate plan to reflect the latest laws.
NEW FOCUS FINANCIAL GROUP SEMINAR: 10 Pillars of Retirement Income Planning
Use promo code EVENT25 for free admission. Click HERE to register.
When: Thursday, June 28, 2018
6:30 p.m. to 8:30 p.m.
Where: Palo Alto Elks Lodge
4249 El Camino Real
Palo Alto, CA 94306
Retirement planning is more complicated than ever. It can be hard to even know where to begin. But focusing on just a few essential issues can increase your chances of enjoying a secure future.*
Join Chad Burton, CFP®, and Rob Black for a discussion on the issues that can affect your retirement plan. Chad will review:
- How to reduce risk with diversification
- Bond alternatives and retirement products that make sense given today’s interest rates
- How to rebalance your portfolio in retirement and create a tax-efficient distribution plan
- Portfolio structuring, asset allocation, and much more!
Rob will discuss market conditions, his favorite sectors, dividend stocks to consider now, and recent world events that could affect your portfolio.
In addition, attorney and well-known author Michelle Lerman will explain how to update your estate plan to reflect the latest laws.
Michelle C. Lerman is Guest Speaker at New Leaf Financial Advisory Event
Women’s Financial Wellness Series – Estate Planning
By invitation only.
HISTORIC NEW TAX ACT PROVIDES ESTATE PLANNING OPPORTUNITIES
When: Friday, May 4th, 10:00am
– Or –
Wednesday, May 9th, 4:00pm
Where:Lerman Law Building
802 B street, San Rafael CA
Whether you have a Living Trust, or need to prepare one, you must know:
- Estate Planning:
- Three Critical Steps in light of the New Tax Act
- How the wrong estate plan could increase income tax
- Planning opportunities with the new (temporary) transfer tax law
- And much more…
Please contact Michelle Lerman for more information. Registration fee waived if you mention this ad.
Michelle C. Lerman to speak at New Focus Financial Group Seminar
When: Thursday, May 3, 2018 from 6:30 PM to 8:30 PM (PDT)
Where: Juniper Hotel Cupertino
10050 S. De Anza Blvd.
Cupertino, CA 95014
Please register through New Focus Financial Group’s website. Registration is $25, but free if you use promo code EVENT25.
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.
Please join us for our Retirement Income Strategies and Estate Planning Seminar.* Chad Burton, CFP®, will discuss:
- Find out how the new tax law affects your retirement
- Transitioning your portfolio from the accumulation phase to the income phase
- Choosing the right accounts to draw from first
- Minimizing your retirement income taxes
- Social Security strategies
- Good and bad retirement products
- Managing your IRAs and 401(k)s in retirement
- Measuring risk in your portfolio
- Protecting your estate from long-term-care costs
In addition, Rob Black will discuss economic and market trends, and attorney Michelle Lerman will explain how to update your estate plan to reflect the latest laws. Contact Michelle Lerman for more information.
ASSET PROTECTION & ESTATE PLANNING UNDER THE NEW TAX ACT
Webinar hosted by Jacob Stein of Aliant, LLP and Michelle Lerman of Lerman Law Partners, LLP.
When: Thursday, April 5th, 2018 – 12:00 p.m. to 1:00 p.m.
Topics being covered include:
- Asset Protection:
- Asset Protection under the New Tax Act
- Advanced Trust Structures – DINGs ,SLATs, IDGTs and more
- Sophisticated Offshore Structures
- Estate Planning:
- Three Critical Steps in light of the New Tax Act
- How the wrong estate plan could increase income tax
- Planning opportunities with the new (temporary) transfer tax law
- And much more…
Please contact Michelle Lerman for more information.
5th Annual Commercial Real Estate Update, Trends & Networking Symposium
Important New Developments Impacting Commercial Real Estate. Visit the website for more info.
San Francisco
When: Monday, March 26th, 2018
Where: 333 Market Street, San Francisco
Los Angeles
When: Thursday, March 22nd, 2018
Where: Bel-Air Country Club, Los Angeles
Presented by Standard Management Company, Lerman Law Partners & Gelt Inc. Featuring Shark tank & Billion Dollar Brain Trust.
What every investor broker, property manager and CRE advisor must know in today’s economy.
Speakers include:
Samuel K. Freshman, is Board Chairman of Standard Management Company which performs real estate acquisitions, bridge finance, and property management and Chairman Emeritus of Stanford Professionals in Real Estate (SPIRE).
Jeff Lerman has established a nationwide reputation as “The Real Estate Investor’s Lawyer”. He has been featured on TV, radio, in publications and in front of numerous real estate investment clubs as an expert on various real estate topics.
Michelle Lerman is dedicated to the estate planning professional community. She founded and co-chairs the Marin County Bar Association Mentor Group and co-chaired the Marin County Bar Association Estate Planning Section for many years.
Michelle C. Lerman to speak at New Focus Financial Group Seminar
When: Thursday, March 8, 2018
6:30 p.m. to 8:30 p.m.
Where: Crowne Plaza Hotel Foster City
1221 Chess Drive
Foster City, CA 94404
Please register through New Focus Financial Group’s website. Registration is $25, but free if you use promo code EVENT25.
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.
Please join us for our Retirement Income Strategies and Estate Planning Seminar.* Chad Burton, CFP®, will discuss:
- Find out how the new tax law affects your retirement
- Transitioning your portfolio from the accumulation phase to the income phase
- Choosing the right accounts to draw from first
- Minimizing your retirement income taxes
- Social Security strategies
- Good and bad retirement products
- Managing your IRAs and 401(k)s in retirement
- Measuring risk in your portfolio
- Protecting your estate from long-term-care costs
In addition, Rob Black will discuss the market outlook for 2018, and attorney Michelle Lerman will explain how to update your estate plan to reflect the latest laws. Contact Michelle Lerman for more information.
ASSET PROTECTION & ESTATE PLANNING UNDER THE NEW TAX ACT
Webinar hosted by Jacob Stein of Aliant, LLP and Michelle Lerman of Lerman Law Partners, LLP.
When: Thursday, February 15, 2018 – 12:00 p.m. to 1:00 p.m.
Topics being covered include:
- Asset Protection:
- Asset Protection under the New Tax Act
- Advanced Trust Structures – DINGs ,SLATs, IDGTs and more
- Sophisticated Offshore Structures
- Estate Planning:
- Three Critical Steps in light of the New Tax Act
- How the wrong estate plan could increase income tax
- Planning opportunities with the new (temporary) transfer tax law
- And much more…
Click here for more information on the webinar. Please email Michelle Lerman for a copy of the recording.
NEW FOCUS FINANCIAL GROUP SEMINAR: RETIREMENT INCOME STRATEGIES AND ESTATE PLANNING SEMINAR
Michelle Lerman to guest speak. Please register through New Focus Financial Group’s website. Registration is free if you use Guest Code 25 (for Michelle Lerman).
When: January 11, 2018
6:30 p.m. to 8:30 p.m.
Where: Palo Alto Elks Lodge
4249 El Camino Real
Palo Alto, CA 94306
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.
Please join us for our Retirement Income Strategies and Estate Planning Seminar.* Chad Burton, CFP®, will discuss:
Transitioning your portfolio from the accumulation phase to the income phase
- Passive vs. active portfolio management
- Choosing the right accounts to draw from first
- Minimizing your retirement income taxes
- Social Security strategies
- Good and bad retirement products
- How to manage your IRAs and 401(k)s in retirement
- Measuring risk in your portfolio
- Protecting your estate from long-term-care costs
In addition, Rob Black will discuss the market outlook for 2018, and attorney Michelle Lerman will explain how to update your estate plan to reflect the latest laws. Contact Michelle Lerman for more information.
Retirement Income Strategies and Estate Planning Seminar
When: Thursday, November 16th, 2017, 6:30 p.m. to 8:30 p.m.
Where: Toll House Hotel-Summit Ballroom140 S. Santa Cruz Ave. Los Gatos, CA 95030
More Information:
Registration is $25
Use promo code EVENT25 for free admission
Michelle Lerman will explain how to update your estate plan to reflect the latest laws.
New Laws Affect Your Living Trust!
When:
- Thursday, September 14th, 10 a.m. to 11 a.m.
- Friday, September 15th, 12 p.m. to 1 p.m.
Where: Lerman Law Building, 802 B Street, San Rafael
Attorney Michelle Lerman will explain essential planning for today’s laws. Attendees receive FREE consultations.
Retirement Income Strategies & Estate Planning
When: Saturday, Sept 9th 10:00 a.m. to 12:00 p.m.
Where: Four Points by Sheraton San Rafael in the Marin II Room
Michelle Guest Speaking at Wealth Management Seminar
Retirement Income Strategies and Estate Planning
When: July 13th, 11:00 a.m. to 1:00 p.m. (Lunch will be served)
Where: Double Tree by Hilton San Francisco Airport – 835 Airport Blvd, Burlingame, CA
More information:
Registration is $25
Michelle will guest speak about critical estate planning for today’s laws, including:
- Transitioning your portfolio from the accumulation phase to the income phase
- Passive vs. active portfolio management
- Choosing the right accounts to draw from first
- Minimizing your retirement income taxes
- Social Security strategies
- Good and bad retirement products
- Managing your IRAs and 401(k)s in retirement
- Measuring risk in your portfolio
- Protecting your estate from long-term-care costs
- Estate planning tips for 2017 by Michelle Lerman
Michelle Guest Speaking at Wealth Management Seminar
When: May 20th
Where: Palo Alto Elks Lodge – 4249 El Camino Real, Palo Alto, CA
More information:
Michelle will speak about “Trump and Your Estate Plan: What Now?”
What Every Commercial Real Estate Syndicator, Investor, Broker, Property Manager and Advisor MUST Know About New Developments in Law, Tax, Financing, Market, and Cannabis (PLUS Great Networking)
San Rafael:
When: Wednesday, March 29th
8:30 am: Registration & Networking
9:00 am – Noon: Program, Q&A and Networking
Where: Terrapin Crossroads, The Grate Room, San Rafael, CA
San Francisco:
When: Thursday, March 30th
8:30 am: Registration & Networking
9:00 am – Noon: Program, Q&A and Networking
Where: The Olympic Club, 524 Post Street, San Francisco, CA
More Information:
Please join us for the 4th Annual Commercial Real Estate Legal, Tax, Market, Finance and Cannabis Update & Networking Symposium for a morning of networking and essential updates, strategies and discussion among established real estate investment experts in the Bay Area. Click here for more information. Click here to register.
Retirement Income Strategies and Estate Planning Seminar
When: March 9, 6:30 pm to 8:30 pm
Where: Toll House Hotel, 140 S. Santa Cruz Ave., Los Gatos, CA 95030
More information:
“Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future…”
Retirement Income Strategies and Estate Planning Seminar
When: February 9, 11:00 am to 1:00 pm
Where: DoubleTree by Hilton Berkeley Marina Hotel, 200 Marina Blvd., Berkeley, CA 94710
Registration is $25. Lunch will be served.
More information:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.
Please email Michelle Lerman to register or learn more.
The 3 Best Estate Planning Strategies Under Current Law
In Just One Hour, Learn How to Protect Your Family!
When:
October 27, Thursday 4 – 5 p.m.
Where: Lerman Law Building, 802 “B” Street in Downtown San Rafael (at the corner of “B” and 2nd Street in Central San Rafael).
You will learn:
- The MOST updated strategies to protect assets
- Critical changes to your plan to MINIMIZE TAXES after death
- How to PROTECT YOUR KIDS during divorce
- How to pass on YOUR LOW PROPERTY TAX BASIS
- How to use CURRENT LAWS to SIMPLIFY your estate plan
Jeff and Michelle Featured Speakers at 4th Annual INVESTING IN CALIFORNIA REAL ESTATE Conference and Networking
When: October 25, 9:00 a.m. – 6:00 p.m.
Where: Bel-Air Country Club, 10768 Bellagio Road, Los Angeles
Join Michelle and Jeff and 19 other great speakers plus a roomful of great networking contacts at this year’s Investing in California Real estate. Michelle will be teaching “An Overlooked Estate Planning Strategy For Real Estate Investors” and Jeff will be discussing “The Best Money-Raising Alternative To Syndication”.
10 Pillars of Retirement Income Planning
When: Saturday, September 10, 2016
9:00 a.m. to 4:00 p.m.
Where: Four Points by Sheraton-San Rafael
1010 Northgate Dr
San Rafael, CA 94903
Free Estate Planning Workshop
In One Hour, Learn How New Laws Affect You, Your Kids And Your Assets
When.
September 14, 10:00 – 11:00 a.m.
September 20, 4:00 – 5:00 p.m.
Where: Lerman Law Building, 802 “B” Street in Downtown San Rafael (at the corner of “B” and 2nd Street)
Estate Planning Workshops for High Net Worth Individuals (Southern CA)
When: August 23, 2016
10:00 a.m. to 11:00 a.m.
Where: Four Seasons Hotel at Beverly Hills
300 S. Doheny Dr., Los Angeles, CA 90048
Click here for more information
Estate Planning Workshops for High Net Worth Individuals (Southern CA)
When: August 24th, 2016
3:00 p.m. to 4:00 p.m.
Where: Aequitas Wealth Management
5465 S. Centinela Ave., Los Angeles, CA 90066
Click here for more information
Estate Planning Workshops for High Net Worth Individuals
When: August 4th & 5th, 2016
10:00 a.m. to 11:00 a.m.
Where: Lerman Law Building, 802 “B” Street in Downtown San Rafael (at the corner of “B” and 2nd Street)
10 Pillars of Retirement Income Planning
When: Thursday, July 28, 2016
6:30 p.m. to 9:00 p.m.
Where: DoubleTree by Hilton
835 Airport Blvd.
Burlingame, CA 94010
New California Law Impacts Living Trusts
When: June 20, 4:00 PM to 5:15 PM
Where: Lerman Law Building, 802 “B” Street in Downtown San Rafael (at the corner of “B” and 2nd Street)
Limited Seating! Reservations required. Click here for more information
Understand How New Laws Affect You, Your Family and Your Assets!
When:
June 2, 2016 – 11:00am to 12:15pm
June 2, 2016 – 5:00pm to 6:15pm
June 8, 2016 – 2:00pm to 3:15pm
June 9, 2016 – 3:00pm to 4:15pm
Where: Lerman Law Building, 802 B Street, San Rafael, CA 94901
The 10 Pillars of Retirement Income Planning Seminar
What: In this seminar, New Focus Financial will explain the 10 pillars of retirement planning that will help you live well for decades.
When: May 19, 2016, 6:30 p.m. – 9 p.m.
Where: The Four Points San Jose Airport Hotel, 1471 N. 4th Street, San Jose, CA
WEALTH MANAGEMENT AND RETIREMENT PLANNING SEMINAR.
Thursday, January 28, 2016
6:30 p.m. to 9:00 p.m.
Palo Alto Elks Lodge
4249 El Camino Real
Palo Alto, CA 94306
Registration is $5.
WEALTH MANAGEMENT AND RETIREMENT PLANNING SEMINAR.
Thursday, January 15, 2015
6:30 p.m. to 9:00 p.m.
Palo Alto Elks Lodge
4249 El Camino Real
Palo Alto, CA 94306
Registration is $5.
June 4, 2015
6:30 p.m. to 9:00 p.m.
The DoubleTree by Hilton, San Francisco Airport
835 Airport Blvd., Burlingame 94010
July 30, 2015
6:30 p.m. to 9:00 p.m.
The Toll House
140 S. Santa Cruz Avenue, Los Gatos 95030
ATTENTION PARENTS, HOMEOWNERS, AND REAL ESTATE INVESTORS WITH OVER $1 MILLION IN ASSETS: DON’T LEAVE YOUR HEIRS A LEGACY OF CONFUSION AND WASTE. LEARN HOW TO CREATE YOUR BEST LEGACY!
FREE EDUCATIONAL EVENT
FIND OUT WHAT YOU NEED TO DO FOR TODAY’S LAWS AND ECONOMY
NOVEMBER 6th – MILL VALLEY
6:30-8:30 PM
(Refreshments)
ACQUA HOTEL
555 Redwood Hwy
NOVEMBER 11th – SAN RAFAEL
9:00-11:00 AM
(Refreshments)
FOUR POINTS BY SHERATON
1010 Northgate Drive
Attend this event and you will learn:
- How to avoid the hidden fees that no one talks about. Learn about estate planning strategies that eliminate annual administrative costs of living trusts
- When to rely on the new law called “portability” to double the amount that you can leave free of estate tax at death
- Why those with assets between $1M-$5M need to re-think (and perhaps revise) their estate plan to avoid higher income tax
- How the “Dynasty Trust” adds CRITICAL protection for children
- How to use the “Standalone Retirement Trust” to protect assets in light of the recent Supreme Court ruling
- How to avoid common tax disasters when leaving IRAs to your heirs
- How to maximize your tax bracket and leave a tax free legacy with partial Roth IRA conversions
- How to create a retirement income plan and adapt to a low interest rate environment
Special Bonuses for Attendees
FREE personal consultation about your estate plan from Michelle C. Lerman*
FREE portfolio analysis from a Certified Financial PlannerTM practitioner
FREE real estate portfolio & investment strategy analysis and consultation from Bradley Real Estate
*with your purchase of new estate planning book “Create Your Best Legacy”
Whether you already have a Living Trust or haven’t taken the first step to get one, if you have more than $1 million in assets, this FREE event is for you.
In California alone, 41,419 cases were filed in probate court last year. DON’T LET THIS BE YOU! With the right estate plan, most of those cases might never have been filed, which would have saved heirs hundreds of thousands of dollars of legal fees.
Learn about the forecast of the real estate and equity markets and understand the key steps to protect your assets and your family.
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