JOIN US for this educational reception in beautiful downtown El Segundo!

SpaceX going public introduces numerous financial considerations for all current and former employees who hold shares, that now may have a significant value. Considerations around, but not limited to investment allocation, tax liabilities, and legacy planning are often front of mind.

DON'T MISS the answers to these questions!

-How do I avoid running out of money?

-How do I effectively diversify my portfolio?

-How do I protect my money in a market downturn?

-How do I mitigate taxes in a high net worth environment?

-How do I make $2M, $5M, $50M or more last a lifetime and beyond?

FEATURED SPEAKERS:

MARK MOWREY, CFA - Chief Investment Officer, Signature Resources Capital Management

With over 20 years of managing money for retail clients, Mark started his financial career on Wall Street and then served as a tech financial journalist covering IPOs among other topics. He has appeared countless times on Bloomberg TV and CNBC.

GREG KALTENBACH - Founder, Signature Resources Capital Management

For over 30 years, Greg has advised high net worth clients on all things financial, though his expertise has been on the topic of high-end, sophisticated estate planning and tax mitigation.

MIKE BORNSTEIN - Wealth Management Advisor, Signature Resources Capital Management

I have been advising high net worth clients for nearly 20 years. As a fiduciary, I put YOU first, while seeking to demystify what is thought to be a very complicated process….financial planning. My intent is simple and direct. I help my clients keep their money (tax planning), grow their money (investment management), protect their money (insurance planning), spend their money (retirement distribution) and leave their money as desired (estate planning).

Our goal for this event is for you leave with actionable insights that will assist you in formulating what is important to YOU from a financial planning perspective, and as a fiduciary, be a resource in helping make your goals and objectives a realty. 

We hope you can join us and look forward to welcoming you on June 30th!

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^{This event is educational in nature. Nothing presented will constitute individualized investment, tax, or legal advice, an offer or solicitation to buy or sell any security, or a recommendation regarding any specific company or strategy. Attendees should consult their own tax and legal advisors regarding their individual circumstances. Signature Resources Capital Management, LLC, an SEC-registered investment adviser.}