Management workshops set

A series of free wealth management workshops are being offered starting Sept. 12 in Carmel Valley by PlanPrep’s chief strategist Burt Williamson.

Williamson will touch on portfolio management over the long-term, investment real estate issues, income tax diversification, life insurance, estate planning, when to seek advice, cash flow debacles, business continuation and succession issues, retirement income matters and more.

The workshops take place at Torrey Villas Resort Apartments, 11100 Vista Sorrento Parkway in Carmel Valley. They are scheduled for 9 to 11 a.m. Sept. 12, 6 to 8 p.m. Sept. 17 and 9 to 11 a.m. Sept. 26. Reservations are required. Call 259-5436 or

Related posts:

  1. PlanPrep forms new tie
  2. Crime Report: Carmel Valley
  3. Entertainment Briefs
  4. Wedding planners teach series of how-to workshops
  5. Hotel Listings

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Posted by on Sep 9, 2009. Filed under Archives. You can follow any responses to this entry through the RSS 2.0. You can leave a response or trackback to this entry

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