FPA MONTEREY BAY
WORKSHOP

TEAM PLANNING = BEST SOLUTIONS

Welcome to the Second Annual Central Coast Multidisciplinary Workshop

After a very successful initiation in 2007, this workshop is in its second year on October 24, 2008. This year’s focus will be centered on a couple in their 50’s who are planning for retirement. The case study will be ripe with issues that will need to be addressed by financial planning professionals, estate attorneys, tax professionals and insurance professionals.

The case study is being developed by a panel of experts from each of these fields and potential solutions will be developed and discussed by those attending this all-day workshop. Potential solutions as identified by the panel will be provided at the end of the workshop.

This year’s workshop will be held at the Steinbeck Center in Salinas and participants will not only professionally benefit from the day’s activities but will be given passes to enjoy the Steinbeck Museum.

More information will be forthcoming on this website as it is made available.

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