January 4, 2006 :: No. 97
| What: |
Maximizing the transfer of assets to successive generations
and enhancing returns of investment portfolios without
increasing risk will be discussed during “Creative
Estate Planning Techniques Using Life Insurance and Investments,” a
Jan. 11 breakfast seminar sponsored by Cal State Fullerton’s
Family Business Council. |
| Who: |
Guest speakers are Jim Leese , partner,
Ferruzzo & Ferruzzo, LLP, Newport Beach; Dave
Roberson , founder, TRC Financial, Irvine; and Rob
Wolford , managing director/portfolio manager,
Hollencrest Capital Management, Newport Beach. |
| When: |
Wednesday, Jan. 11
7 – 9:30
a.m. |
| Where: |
Ayres Hotel and Suites, 325 S. Bristol St., Costa
Mesa |
| Additional: |
The Family Business Council, part of the College of
Business and Economics, is a partnership between the
business community and Cal State Fullerton. Its mission
is to enhance the well-being and survivability of family
businesses by providing opportunities for education,
interaction and information tailored to the needs and
concerns of business. |
| Upcoming: |
Feb. 15: “A Candid Discussion
With Family Business Owners”
March
14: “Journey to Financial Greatness” |
| Cost: |
Free to first-time family business attendees interested
in becoming a member of the Family Business Council.
Reservations are required and can be made by calling Robbin
Bretzing at 657-278-4182 or by email at fbc@fullerton.edu
. |
| Media Contacts: |
Mike Trueblood, director of the Family Business Council,
at 657-278-4182 or
mtrueblood@fullerton.edu
Pamela
McLaren of Public Affairs at 657-278-4852 or pmclaren@fullerton.edu
|
