Estate Planning Strategies 2.0: Preparing Financial Advisors for 2025 and Beyond On February 12th, financial advisors from across the Bay Area convened at the Orinda Country Club for a forward-thinking seminar led by Sara Dorosti, JD, an esteemed wealth planning strategist. Organized by the Financial Planning Association of the East Bay, the event provided crucial insights into estate planning strategies amid evolving legislative landscapes.
Here’s a recap of this impactful session and why events like these are vital for financial professionals.
Key Takeaways from Sara Dorosti’s Presentation
Sara Dorosti, Vice President and Wealth Planning Strategist at Bank of America Merrill and Adjunct Professor at UC Berkeley Law, shared her expertise in estate and tax planning. Her extensive experience working with business owners, professionals, and high-net-worth individuals offered attendees a unique perspective on legacy planning.
💡 What We Learned:
- Importance of Legacy Conversations: Sara emphasized the growing need for financial advisors to engage in meaningful legacy discussions with their clients, especially in an ever-changing financial climate.
- Strategies for Multi-Generational Wealth Transfer: Insights on effective techniques for facilitating smooth wealth transitions across generations.
- Anticipating Legislative Changes: Preparing for potential shifts in estate planning due to new congressional and presidential terms.
- Practical Tips for Client Engagements: Sara provided actionable advice for conducting legacy conversations that can lead to proactive estate planning.
A Morning of Networking and Learning
The seminar also included a networking breakfast where participants could connect with peers and discuss the insights shared by Dorosti. The atmosphere was conducive to learning, with professionals eager to enhance their understanding and application of advanced estate planning strategies.
Why Events Like These Matter
The “Estate Planning Strategies 2.0” seminar is a prime example of the professional development opportunities offered through the FPA of the East Bay. By participating in such events, members gain:
- Expert Insights: Direct access to thought leaders like Sara Dorosti.
- Actionable Strategies: Practical tools that can be immediately applied to their practices.
- Networking Opportunities: A platform to forge and strengthen connections with fellow financial professionals.
Seminars like these are not just informative—they are essential for staying abreast of the industry’s best practices and preparing for future challenges.
Join Us for Future Events
If you missed this insightful event, the FPA of the East Bay regularly hosts seminars and workshops designed to empower financial advisors. From deepening client relationships to mastering new industry standards, there is always valuable knowledge to acquire.
📌 Explore Upcoming Events: Check out https://fpaeb.org to learn more about our future seminars and how you can join the FPA of the East Bay.
About Sara Dorosti
Sara Dorosti is a recognized authority in estate and wealth planning, with a significant impact both locally and nationally. Her blend of academic and practical experience makes her a sought-after speaker and educator in the field of financial planning.
Closing Thoughts
The “Estate Planning Strategies 2.0” seminar was a transformative experience for financial advisors aiming to enhance their practices with sophisticated estate planning techniques. Through such events, the FPA of the East Bay continues to equip its members with the necessary tools and connections to excel.
📆 Don’t miss out on future opportunities—become a member of the FPA of the East Bay today! 👉 Visit https://fpaeb.org for more information.
