Estate Planning Strategies 2.0: Preparing Financial Advisors for 2025 and Beyond

Orinda Country Club Orinda Country Club, Orinda, CA, United States

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 […]

Chapter General Meeting

Orinda Country Club Orinda Country Club, Orinda, CA, United States

As we move into 2025, investors remain focused on where the economy and markets are headed. A new agenda in Washington is set to shape the economic landscape following a strong 2024. Across markets, equity valuations remain elevated while bond yields have moved higher in response to proposed policies. Using slides from the Guide to […]

Chapter General Meeting

Orinda Country Club Orinda Country Club, Orinda, CA, United States

As we move into 2025, investors remain focused on where the economy and markets are headed. A new agenda in Washington is set to shape the economic landscape following a strong 2024. Across markets, equity valuations remain elevated while bond yields have moved higher in response to proposed policies. Using slides from the Guide to […]