24 May
Mitigating Risk Through Effective Holistic Planning


Professionals from McKell Partners and Gallant Risk & Insurance Services will be presenting on the topic of holistic planning and the pending legislation in California mandating Long Term Care coverage and "How to Cost Effectively Protect Your Assets and Wealth from Lawsuits." Practicing effective holistic planning coupled with a risk management mindset can pay huge dividends.  

  • Learn the three key steps to effective holistic planning. 
  • Gain insights regarding the many economic threats facing pre-retirees. 
  • What about the markets? Interest rates? Inflation? Recession? My 401k? 
  • Learn how to effectively protect your assets and wealth from a lawsuit. 
  • Learn how to structure an LLC’s, Trust and/or insurance instruments to protect your personal and business wealth. 
  • What do you know about Long Term Care risk and the pending CA legislation (AB 567) poised to establish a new payroll tax on California workers? 
  • Learn how to protect your family’s assets and income from a catastrophic illness. 

 “An investment in knowledge pays the best interest.” – Benjamin Franklin 

Come join us for information on the best way forward.

Date and Time

Wed, May 24, 2023

3:00p - 5:00p PST


Victoria Club

2521 Arroyo Drive
Riverside , CA 92506


If you have any questions, email Karen@McKellPartners.com or call Karen - 951-521-1036. Dress code at Victoria Club is business casual.

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