The Financial Forum welcomes Cottrell Smith, Senior Wealth Strategist for Charles Schwab, to the Fireside Room at Gateway Clubhouse on Friday, Dec 9th at 10 AM. His topic is “Why Everyone needs an Estate Plan, Now.” Mr. Smith has extensive expertise in a broad range of trust and other advanced estate planning topics. He has a modern approach to wealth management to help you take ownership of your financial future.
Mr. Smith received his Bachelor of Arts degree from UC Berkeley and his JD degree from the UC Berkeley School of Law, Boalt Hall. He is a PPIA fellow at the Goldman School of Public Policy, UC Berkeley. He has been a judicial law clerk for the US Dept of the Courts, an Estate and Gift Tax Attorney for the US Department of the Treasury, a senior Wealthy Planning Strategist at the Private Bank of Wells Fargo, and currently a Senior Wealth Strategist at Charles Schwab.
This event is open to all members of the Financial Forum. A continental breakfast will be available. Please click on the register button to sign-up. The Financial Forum’s mission is to help members avoid making financial mistakes in retirement. For more information on the event or how to become a member, please contact Joe Hoffman at 925-954-7912.
Rossmoor Financial Forum - 1001 Golden Rain Rd - Walnut Creek, CA 94595