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DTSTART:20211007T190000Z
DTEND:20211007T203000Z
LOCATION:Hybrid - Zoom and The Grand Event Center, 4101 E Willow St
UID:2139120211007T190000ZHow Tax Planning can Affect Retirement Planning, Gifting Strategies and Medicare Premiums
DTSTAMP:20260501T203639Z
DESCRIPTION:\nHow Tax Planning can Affect Retirement Planning, Gifting Strategies and Medicare Premiums\n \nNickolas R. Strain, CFP®, CPWA®, CEPA®, AIF®\n \nHalbert Hargrove Wealth Advisory Committee Chair/Senior Wealth Advisor\n \n***RSVP Requested ONLY for ANY IN PERSON attendance or NON MEMBER ZOOM***\n \nAll active members will receive the zoom link the week of the event. \n \nDue 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. \n \nNick 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.\n \nAs 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.\n \nNick 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).\n \n \n \nNick 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.\n \n[https://www.halberthargrove.com/member/nickolas-r-strain/](https://urldefense.com/v3/__https://www.halberthargrove.com/member/nickolas-r-strain/__;!!FqjexgB6lRgKAog!0W5zdyGjXnop7GZjQuYcEwbtpk49HN3i5Cp6vzY-Iwi4t9I8Z_318joEz56FsiED$)\n \nThank you to our annual sponsors\n \n\n \nThank you to this month's speaker sponsor\n \n\n
SUMMARY:How Tax Planning can Affect Retirement Planning, Gifting Strategies and Medicare Premiums - Estate Planning and Trust Council of Long Beach 
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