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June 2017 Focus Group

June 22, 2017 @ 7:45 am - 9:00 am

Mind the Gap
Gap = The Difference Between Capacity and Incapacity
Facilitated by Larry Takahashi, CFP AIF

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Up for Discussion…

• Blueprint for Best Practices for Attorneys
• Blueprint for Best Practices for Accountants
• Blueprint for Best Practices for Financial Planners

Please join us for a lively discussion on this month’s discussion – 1 CE credit is available!

For SBEPC Members Only

About Larry:

Larry’s mission as a trusted wealth advisor is to assist his clients in aligning their key values with the financial  resources necessary to achieve their goals in life.  His primary focus is on creating tax-efficient wealth preservation, income distribution, and estate planning strategies for his clients.  Larry is a Certified Financial Planner, an Accredited Investment Fiduciary, and a Certified Public Accountant (inactive).

A former senior financial executive in private industry with over twenty years of experience as a CPA, Larry began his career with the international accounting firm of Deloitte Haskins & Sells.  He serves as a board member of the South Bay Estate Planning Council and is also a member of the Financial Planning Association, the American Institute of Certified Public Accountants, the Torrance Area Chamber of Commerce, and UCLA Bruin Professionals.  Larry is a graduate and former Executive Director of Leadership Torrance.

Larry holds and MBA degree in finance from UCLA Anderson School of Management and a BS degree in accounting from California State University, Northridge.

Details

Date:
June 22, 2017
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Sylvia Thompson

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map

Details

Date:
June 22, 2017
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Sylvia Thompson

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map