Personal Finance, Lawsuit & Asset Protection Planning

How Do You Build a House Without a Blueprint?
Be Proactive About Protecting and Controlling Your Personal and Business Wealth...
Before It's Too Late

As a financial planning lawyer with over 35 years of experience, Harry Barth, Esq. has developed an eye-opening presentation on personal finance and asset protection planning for business owners and executives that is a proven winner. In this session, Harry will discuss real-life cases and lawsuits plaguing America . He will provide insights and benefits of creating a "Financial Blueprint" and a piece of mind for your present, future, and after you're gone. 

ASSET PROTECTION PLANNING STRATEGIES
Placing a Fortress Around Your Business and Personal Wealth

Some experts estimate that one out of four adults will be sued this year! Each year millions of dollars are unnecessarily lost due to failure to protect oneself from lawsuits and some unknown third parties. Even though the name is new, asset protection planning is merely a part - one important piece - of your financial plan. Asset protection planning is the process of organizing one's assets and affairs in advance so as to guard them from loss by reason of some fiscal calamity. A number of factors have endured in recent years that make persons with wealth not only more aware of the need to engage in some form of protective planning, but which, in fact leave those who fail to plan more vulnerable than ever before. Harry will go beyond the usual risk management and insurance planning by providing some asset protection planning strategies (i.e., proper business structures, domestic and overseas asset protection trusts, family limited partnerships).

Value to Members: Members will receive timely information, in-depth information, and motivation for improvement. Each member will receive an invaluable 30 page colored guide "Strategies for Wealth Management, Financial Planning for High Networth Individuals". Furthermore, each attendee will have an opportunity to schedule an initial complimentary consultation with Harry Barth, Esq. to discuss their areas of concern.

Biography: Harry M. Barth, J.D., MBA, CFP, ChFC, CLU is Senior Partner at Barth Berus & Calderon, LLP, a California based law firm dealing with a broad range of legal services. Harry is also the Chief Executive Officer of H.M. Barth & Company, LLC, a full service financial planning and wealth management firm. He has distinguished himself by being an asset protection advocate serving many of the areas leading companies including prestigious brand-name food and hospitality, manufacturing and healthcare industries. He has been helping high-wealth families, business owners, franchisees and executives create a "financial blueprint" and to implement custom solutions for their needs. The ultimate goal is to enhance his client's wealth, reduce their taxes and help them achieve their financial goals. An additional important facet of the planning process is to examine their risks, so that they are not financially destroyed by unexpected events.

This is not a dry lecture but an interactive workshop that will help apply what you learn to your own personal finance and business enterprise. Your association members will acquire practical ideas and strategies that you can use immediately to make informed personal and business decisions.

What's more, each attendee will receive a comprehensive financial guidebook that captures the highlights of the presentation. Plus, they can attend an initial complimentary follow-up meeting to discuss specific financial issues related to their personal finance and/or enterprise.

Contact: Tina Barth at (800) 548-8564 or tina@hmbfinlaw.com