What Conversations Should the East Bay’s Best Financial Advisors Be Having With Clients & Prospects in 2025 and Beyond!
Sara Dorosti, JD, VP
Adjunct Professor, UC Berkeley Law School
Wealth Planning Strategist, Bank of America Merrill
Financial advisors occupy a trusted position in conversations with their clients about their legacies. The importance of these conversations multiplies exponentially as the net worth of clients increases over time.
Are you prepared for these legacy conversations with your clients?
More importantly, are you up to speed on the best estate planning strategies for multi-generational wealth transfers? Are you starting to plan for potential changes to Estate Planning based on the new Congress and Presidential administration?
Join us for an interactive session with estate, tax, and succession expert Sara Dorosti, JD, and Adjunct Professor of Estates & Trusts.
Sara will share her “most important topics” that multi-generational families should be discussing in today’s changing environment. She will offer suggestions for holding meaningful legacy conversations with clients. She will also share her thoughts on how families with $13-26mm in wealth can be thinking about changes down the road.
Finally, she’ll be able to answer your other estate planning questions.
Sara Dorosti is a Director and Wealth Planning Strategist at Bank of America Merrill and an Adjunct Professor at UC Berkeley Law. Sara holds expertise in the areas of estate, tax, and business succession planning with business owners, professionals, and high-net-worth individuals.
Dorosti helps clients build and implement wealth and business succession plans, as well as asset protection strategies. She is admitted to the California State Bar Association and is a candidate for the Certified Trust and Fiduciary AdvisorSM (CTFA) credential issued by the American Bankers Association®.
Before joining Bank of America Merrill, Dorosti was a Wealth Strategist for Comerica Bank and Vice President at U.S. Bank. Previously, she was an Associate with Pillsbury Winthrop Shaw Pittman, LLP. A graduate of the University of California, Berkeley, Dorosti earned both a Bachelor of Arts and Juris Doctor from the university.
In addition to her professional and educational bona fides, Sara is also one of the highest-rated speakers both locally in Northern California and at national industry conferences.
When:
Wed., February 12, 2025
7:30 AM to 9:15 AM
Breakfast at 7:30am | Program starts at 8am
Where:
Orinda Country Club
315 Camino Sobrante
Orinda, CA 94563
Event Fee:
Pricing after 2/10/2025:
Fee includes admission to Orinda Country Club, breakfast, speaker, and networking.
Special Thanks to Our Sponsor
Drew Larson
Federated Hermes
(415) 463-0627
[email protected]
www.federatedhermes.com
