Wealth & Legacy Seminar on April 29th in San Diego

Welcome to The Center for Wealth and Legacy Studies^TM

We are committed to helping successful business owners and families 'pass forward' their financial success along with their core values and virtues that created their wealth. The Center brings together a diversity of experience and professional backgrounds to identify and address the financial and legacy issues facing every business and family today. Our goals are to instill hope and provide a specific roadmap for continued success throughout the generations. The Center is a non-profit founded by a group of like-minded professionals. Read more....

Wealth & Legacy Seminar Series^TM

"Peace of Mind During Turbulent Times"
April 29, 2009
7:30 AM to 10:30 AM

• Investing in turbulent times: increasing returns while lowering volatility
• Asset protection: Protecting your wealth from ‘in-laws, outlaws, creditors and predators'
• Handling turbulence in the family: Family Councils to resolve conflict and create vision

Moderator

R.J. Kelly, MSFS, ChFC
Founder & President
Wealth Legacy Group

Speakers

Chris L. Meacham, CPA
President & Chief Executive Officer
Cornerstone Wealth Management

What, if anything, is the appropriate investment strategy during these turbulent times, including investment strategies that provide financial peace of mind, investment opportunities arising from the ashes of a burned out economy, and volatility is a good thing if used properly

Nancy G. Henderson
Partner
Henderson, Caverly, Pum & Charney LLP

Asset Protection planning is not unethical and it is definitely not just for the very rich. For business owners planning with legal steps, not only protects your business from hazards, it protects you and your family, your partners and other co-owners, your employees, your vendors, and your customers.

Barry Graff, Ph.D.
Founder
Family Business Systems

Family-owned and closely held businesses face unique challenges with succession planning, organizational and leadership development, and communication and conflict resolution. Family councils and meetings educate members about the challenges, assist in resolving outstanding issues, and help families communicate effectively.

Spotlight on Legacy

Mike Mellace
CEO and Founder
Mellace Family Brands, and the Mama Cares Foundation

Few products have experienced the success that Mama Mellace's Old World Treats have seen over the past few years. They have grown from a small San Diego-based retail operation to providing wholesale distribution coast to coast. They have also been doing much in giving back to the less fortunate:.....