AFI Portfolio Real Estate

Afi + Associates Portfolio Real Estate & RBC Wealth Management Workshop

wealthThe Next 2-3 Years: The Best Opportunity to Acquire Assets in 50 Years
The workshop will be presented by RBC Wealth Management Private Wealth Team:

  • Travis Buchanan – Financial Consultant
  • Doug Tarlton – Wealth Planning & Insurance Consultant
  • Pam Goldman – Wealth Strategies Consultant – Estate & High Net Worth
  • Stephen Foster – International Investment & Estate Planning

RBC Team Will Cover the Following Workshop Topics:

  • Private Wealth Team Overview
  • Allocating Your Wealth
  • Non-Real Estate Allocation
  • Estate Planning Techniques & Examples
  • International Planning Techniques & Examples
  • Insurance Planning Techniques & Examples

What: Afi + Associates Portfolio Real Estate & RBC Wealth Management
When: Thursday, August 13, 6:30 PM – 7:30 PM
Where: Afi + Associates Portfolio Real Estate
200 Brannan Street, Suite 100
San Francisco, CA 94107