The Financial Forum welcomes Greg Vasquez, Cottrell Smith, and Brent Carlson to the Fireside Room at 10 AM on Friday, March 8th. Their topic will be Fixed Income and Estate Planning. The talk will focus on opportunities in the fixed-income market while interest rates remain high and how to protect your wealth and legacy with a trust and estate plan. There will be a continental breakfast provided.
Cottrell Smith is a senior Tax, Trust and Estate specialist at Charles Schwab & Co., Inc. He received his JD from the UC Berkeley School of Law, Boalt Hall, and is a PPIA Fellow at the Goldman School of Public Policy, UC Berkeley. Brent Carlson is the Director of Wealth Management & Asset Management Solutions. Mr Carlson received his Bachelor of Science in marketing from Arizona State University. Greg Vasquez is a Regional Bond Specialist with Charles Schwab. He holds a Chartered Financial Analyst designation. He received his BS degree in Finance from the University of Colorado-Boulder.
The Financial Forum is a 501(c)3 whose mission is to educate its members in all finance matters, including estate planning, wealth management, insurance, real estate, fraud, and identity theft. Donations are welcomed and very much appreciated. To make a reservation, please click the Register button. For more information on the speakers, please call Joe Hoffman at 925-954-7912.
