Contact Law Office of Debra Leffler Streeter for event and ticket information.
Please join us in my office as we participate in a monthly teleconference series designed to help you learn how the advisor team can collaboratively and effectively plan for clients. This teleconference is approved for 1.5 CFP credits.
This teleconference will be led by Matthew McClintock, Esq. and will address how creative trust planning can help your team of advisors work together to ethically yet effectively manage the client's assets as the client desires, even after death and possibly for multiple generations.
It will be held Wednesday, February 18th, 2009 at 10:00 a.m. Registration and brunch begin at 9:45 a.m.
Please register by clicking on the "Register Now" button or call our office at (760) 930-1987, ext 3#. My assistant, Shelley Scally, will call to confirm your attendance, or feel free to call me at (760) 930-1987. Seating is limited, so please enroll early. I look forward to seeing you on February 18th.
Sincerely,
Debra Leffler Streeter
Our mission is to have a client-centered firm, where our first consideration is our client’s goals. We then work as a collaborative team where we, as part of that team, develop legal strategies that are unique to each client to help the client achieve their goals. Our goal is to establish a life-long relationship with each of our clients. To that end, we strive to have regular contact and thorough communication with each client to make sure we are taking into account changes in their business, personal and family goals as well as changes in the law. Thorough communication is achieved when we listen to our clients goals and concerns and apply our unique expertise to provide choices of solutions.
2385 Camino Vida Roble, Suite 101 Carlsbad, CA 92011
(760) 930-1987
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