Annual Sponsors: Steve Fingerhut & Paige Fingerhut,CSULB OFfice of Planned Giving, and Manufacturers Bank

How Tax Planning can Affect Retirement Planning, Gifting Strategies and Medicare Premiums

Date: Thursday, October 7, 2021
Time: 12:00pm - 1:30pm
Location: Hybrid - Zoom and The Grand Event Center, 4101 E Willow St
Speaker: Nickolas R. Strain, CFP®, CPWA®, CEPA®, AIF®

How Tax Planning can Affect Retirement Planning, Gifting Strategies and Medicare Premiums

Nickolas R. Strain, CFP®, CPWA®, CEPA®, AIF®

Halbert Hargrove Wealth Advisory Committee Chair/Senior Wealth Advisor

***RSVP Requested ONLY for ANY IN PERSON attendance or NON MEMBER ZOOM***

All active members will receive the zoom link the week of the event. 

Due to the limited number of in person seating, we kindly ask for those intending to attend in person that they RSVP on our website using the blue button below.  Served buffet lunch will be offered. 

Nick Strain is a Senior Wealth Advisor at Halbert Hargrove, an independent fiduciary wealth management firm. Nick holds two key roles at Halbert Hargrove. As Senior Wealth Advisor in our Long Beach office, he works with families in helping them determine goals and identify financial risks, creating an allocation strategy for their investments. Collaborating with clients, Nick addresses the broad range of their financial goals and concerns, including retirement, insurance, tax and estate planning.

As Chair of HH’s Wealth Advisory Committee, Nick leads committee members in exploring financial planning issues that impact clients—and creating responsive solutions. Nick sees his role as “ensuring that we have a diverse set of ideas on the table to make the right decisions.” Nick was named to his current management role in 2012 and has participated in the Wealth Advisory Committee since 2010; he also served on HH’s Investment Committee from 2007 to 2010. He joined the firm in 2005.

Nick holds an MBA from University of California, Irvine and he earned his Bachelor of Science degree in Management Science from University of California, San Diego, where he played college basketball and studied abroad in Florence, Italy. Holds the following designations; Certified Private Wealth Advisor (CPWA®),  CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Certified Exit Planning Advisor (CEPA).

 

Nick and his wife Carrie live in Long Beach, have two children and love to travel; being part of close families, they also frequently head to central and northern California for family visits.

https://www.halberthargrove.com/member/nickolas-r-strain/

Thank you to our annual sponsors

Thank you to this month's speaker sponsor

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