Afi + Associates Portfolio Real Estate & RBC Wealth Management Workshop
The 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