ADVISORY CIRCLE EXCLUSIVE: The Art of Planned Giving with Nicholas Yrizarry Wealth Management Group

Header Planned GivingADVISORY CIRCLE EXCLUSIVE: The Art of Planned Giving with Nicholas Yrizarry Wealth Management Group
Tuesday, May 5

6:30-8:30 p.m.

Join other Advisory Circle members and museum supporters in an informative discussion concerning Planned Giving and its intricacies. Nicholas Yrizarry of Nicholas Yrizarry Wealth Management Group and Leslie Daff, JD, MBA, State Bar Certified Specialist in Estate Planning, Probate and Trust Law will discuss the potential pitfalls to avoid when preparing your Planned Giving.

Please RSVP to Genny at: 949-494-8971, ext. 208 or gboccardo@lagunaartmuseum.org by April 25.

Nicholas Yrizarry Wealth Management Group is a Laguna Beach-based firm specializing in retirement and investment planning as well as financial management and estate conservation. Their supportive staff is a team of highly professional individuals who can address the full spectrum of client needs. In addition to Nick’s expertise as a wealth advisor, his firm includes professional money managers, attorneys, accountants, and insurance planners. Nicholas began his career in the financial services industry in 1989, after attending Princeton University. With over two decades of experience, his goal is to be an advocate for investors—helping each client create financial stability and prepare their assets for the future, in order to maintain a lifestyle they desire.

 

 

 

Rider_ArthurGrover_RainontheHills_1979.005_thumb

A.G. Rider
Rain on the Hills (California Landscape)
Oil on canvas, c. 1930
30 x 35 inches
Gift of Robert McChesney Bethea
1979.005