WEALTH MANAGEMENT WORKSHOPS ORANGE COUNTY, WEALTH MANAGEMENT ADVISOR WORKSHOPS ORANGE COUNTY CA, WEALTH MANAGEMENT ORANGE COUNTY CALIFORNIA, ASSET PROTECTION ORANGE COUNTY CA

FREE WEALTH MANAGEMENT WORKSHOPS

You're Invited - Live Wealth Management and Asset Protection Workshop

Don't Be Blindsided! What Every Person Must Know About Wealth Management and Asset Protection.

Location: Merrill Lynch 100 Spectrum Center Drive #1100 Irvine 92618
When:
Thursday, April 28, 2016
from 10:30 AM to 12:00 PM (PDT)
CLICK HERE TO REGISTER!

Don't Be Blindsided!
What Every Person Must Know About Financial Planning,
Asset Protection & Estate Planning.

ASSET PROTECTION PLANNING

At BarthCalderon, We Help You Build a Fortress Around Your Personal and Business Wealth and protect your personal and professional assets from pitfalls such as; Unforeseen Lawsuits, Taxes & Poor Planning.

    The distinction between your business and personal holdings.
    Choosing the proper business structure to minimize your liabilities.
    #1 list of reasons people and businesses lose lawsuits and their assets.
    How specifically designed trusts and partnerships can protect assets from third party creditors and lawsuits.
    #1 ways successful businesses & executives guard their assets from attack.
    Preserving your personal and business wealth for your heirs.
    The role insurance plays in risk management.
    "Inside" vs "Outside" liability.
    How to prevent a business liability from attacking your personal assets.

WEALTH MANAGEMENT
Comprehensive wealth management addresses your needs, concerns, opportunities and goals. It touches nearly every facet of your financial life, including financial planning and investment management. During our presentation, we will discuss how you can:

    Help and protect your family
    Enjoy and maintain your lifestyle
    Plan ahead for the expected and unexpected
    Create a legacy
    Feel secure knowing that your financial affairs are in order

What You Will Learn From Asset Protection Expert Harry Barth, JD, MBA, MSFS, CFP

The distinction between your business and personal holdings.
Choosing the proper business structure to minimize your liabilities.
#1 reasons business owners lose lawsuits and their assets.
How specifically designed trusts can protect assets from creditors.
Role of insurance in risk management.
Inside versus outside liability.
LLC's and real property.
How to prevent a business liability from attacking your personal assets.

What You Will Learn From Wealth Manager Andre Julian, CRPC

Andre prides himself on following a disciplined wealth management process predicated on time tested investment principles, while allowing the flexibility to adapt to an ever-changing economic climate. The information gathered from each client provides the foundation from which customized strategies are built, and the vast resources at Merrill Lynch provide the structure with which they can be implemented.

Help and protect your family
Enjoy and maintain your lifestyle
Plan ahead for the expected and unexpected
Create a legacy
Feel secure knowing that your financial affairs are in order

Andre Julian
Professional Profile

Andre has an extensive resume in the financial services industry and brings his seventeen years of experience to the Merrill Lynch Financial Advisory team. As a former business owner and CFO of an independent investment advisory firm, he can offer concise financial solutions to business owners, high-net worth individuals and families predicated on their risk tolerance, time horizon, liquidity needs and overall investment goals.

Years spent as a television analyst for CNBC, Bloomberg and the Fox News Network, not only helped Andre solidify his understanding of the macro and micro-economic influences affecting the market, but also strengthened his ability to explain complicated investment principles to his clients. Countless hours spent analyzing individual company stocks for his television appearances helped him clarify his belief that the cornerstone of financial advice is not built upon individual market picks, but within the principles of proper portfolio allocation strategies that are based upon individual client need.

Andre prides himself on following a disciplined wealth management process predicated on time-tested investment principles, while allowing the flexibility to adapt to an ever-changing economic climate. The information gathered from each client provides the foundation from which customized strategies are built, and the vast resources at Merrill Lynch provide the structure with which they can be implemented.

In addition to holding a B.A. in Psychology and an M.A. in Social Ecology, both from the University of California at Irvine; Andre also holds a CRPC® from the College for Financial Planning. He and his wife, Christine, are both exercise fanatics and enjoy their lakeside life in Mission Viejo, CA with their daughter Chloe.

Client Commitment

At Merrill Lynch, we believe that wealth isn't just about the performance of your portfolio—it is about how you live your life and the personally meaningful goals you want to achieve. This could be saving for retirement, planning for a college education, saving for a second home, caring for a family member or starting a business. Our advisors draw upon the investment insights of Merrill Lynch thought leaders and can offer access to Bank of America's products and services to help unlock opportunities tailored to clients' needs. Starting with your life priorities as a foundation, your Merrill Lynch advisor can recommend a wide variety of financial solutions to help you pursue your goals, assist in tracking progress and make adjustments along the way, putting you—not the market—at the center of all we do.

Andre Julian is registered to do business in : AZ, CA, GA, ID, MA, NC, NE, NY, OR, TX, WA

Harry Barth
Professional Profile

Mr. Barth is the founding member and the Senior Partner in the firm BARTHCALDERON LLP. His practice is devoted to business law, contract law, real estate law, and estate planning matters, focusing primarily on the application of these areas in asset protection.

Mr. Barth assists franchisees, CEOs, executives, physician groups, and wealthy families with their estate conservation goals, charitable planning, business succession, and asset protection planning.

Mr. Barth is admitted to practice law in California and the United States District Court, Northern, Eastern, Southern and Western Districts of California, U.S. Court of Appeals 9th Circuit, U.S. Court of Federal Claims, U.S. Tax Court, and the U.S. Supreme Court.

Mr. Barth has more than 40 years of experience in the financial field and industry.

Mr. Barth is the Managing Partner of BARTHCALDERON LLP. and the Managing Member of Barth Financial Advisors, LLC.

ASSOCIATIONS
California Bar Association
Council On Aging - Orange County

Board Member
Orange County Bar Association
Orange County Estate Planning

Council
National Association of Estate Planners and Council
National Association of Financial and Estate Planning
State Representative for the Asset Protection Society
Wealth Preservation Institute\
Financial Planning Association
Vistage, The World’s Largest CEO Membership Organization.

PRACTICE AREAS
Asset Protection
• Family Protection
• Individual Asset Protection
• Business Asset Protection
Business & Corporate Law
Business Continuation & Succession Planning
Estate Planning
Intellectual Property Law
Nonprofit & Charitable Organizations
Offshore Trusts, Corporations, &

Private Banking
Real Property
Trust Litigation, Administration & Probate

WEALTH MANAGEMENT WORKSHOPSOrange County California