Preserving Family Wealth for Generations

mail info@voellerlaw.com

office-ph(210) 651-3851

address19311 FM 2252 Suite 103, San Antonio, Texas 78266

Workshops for Financial Advisors presented by The Voeller Law Firm

Please check back soon for more information about Financial Advisor workshops.

Workshops for Clients presented by The Voeller Law Firm

Please check back soon for more information about client workshops.

Estate Planning Workshop Registration

Click here to register for an upcoming event.

Past Events
Word on the Street: Asset Protection Planning, a Survey of Strategies

Presented by Jeffrey Matsen, Esq.
August 28, 2014 at 3:30-5:00pm
Location: Voeller Law Firm
19311 FM 2252
Garden Ridge, TX 78266

This workshop offered by the Voeller Law Firm will feature a webinar presentation by Jeffrey Matsen on Asset Protection Planning. This seminar is eligible for 1.0 CPE credit (NASBA), and 1.0 CFP credit (CFP Board – pending).

A common misconception is that asset protection planning will only benefit wealthy families and people in high risk professions. But in reality, anyone can be sued. A car accident, foreclosure, unpaid medical bills, or an injured tenant can result in a monetary judgment that will decimate a client’s finances. This program provides an overview of the fundamentals of asset protection planning so that you will understand how this type of planning can benefit a wide variety of your clients.

QUICK CONTACT

  • captcha
video library
James Voeller
Naela member
Member WealthCounsel
The Advisors Forum
The College of the state bar of Texas
Department of Veterans Affairs