Blueprints for Prosperity | Crafting Tax-Savvy Asset Portfolios
Date and Time
- Tue, Nov 18, 2025 - Wed, Nov 19, 2025 5:30pm - 7:30pm
Location
Center for Architecture + Design
140 Sutter St
Details
Equitable Advisors has helped small businesses to plan for the present and future via business and personal financial planning strategies.
They now present Blueprints for Prosperity: Crafting Tax-Savvy Asset Portfolios. This insightful session, featuring Executive Vice President Georges Chammas, Vice President Willem Kruse, and Financial Advisor Collin Kahal, will equip you with the tools to optimize their assets. Participants will begin by analyzing their current investment mix, gaining a deeper understanding of how their assets are currently positioned. The session will then delve into the diverse opportunities for portfolio diversification, focusing on the advantages of spreading investments across various asset classes and taxable buckets.
Furthermore, attendees will learn how to integrate Asset Location Planning into both their personal finances and their businesses, ensuring their portfolios are well-positioned for long-term prosperity.
Open to All
🗓️ Tuesday, November 18, 2025 | 5:30 PM – 8:00 PM (PST)
📍 Center for Architecture + Design | 40 Sutter Street, San Francisco, CA 94104, United States