First Foundation Inc.’s Post

Check out our latest webinar where Daniel Fan and I talk about Strategies for Philanthropic Impact and Tax-Efficiency!

In case you missed it, here is the replay of our latest Maximize Your Wealth Webinar. Great topic this time around, and always good information in these webinars! #teamFF

Your legacy is about more than just the wealth you leave behind - it's about making a meaningful, lasting impact on future generations and the causes you care about. Learn more about planning your legacy strategy here: https://lnkd.in/ewXYtT_Z #LegacyPlanning #WealthPlanning

Our resources page is stocked with quick fact sheets for you to understand wealth inequality in and out of San Diego. Check out: https://lnkd.in/gBGvDTA6 #wealthinequality #nonprofit #stayinformed

“We can’t control a lot of these things [markets, TCJA, election], except we can help our clients with their positioning. We can help them feel confident where they are, we can diagnose their problems, we can get to know them on a relationship level and provide experiences that they will value, so when the time comes, ‘We’re in a good position to take advantage of that.’” -Ryan Yamada, CFP® RICP® BFA™, Advanced Planning, Osaic Special thanks to our SSD April Ops call guest speaker, Ryan Yamada with Osaic, “State of Financial Planning.’ Ryan discussed five trends in financial planning, HNW investors and charitable giving, SECURE 2.0 update, planning for the TCJA sunset, Osaic advisor resources, and more. We appreciate Ryan’s time and expertise on a range of financial topics that benefits our advisors and financial professionals, which ultimately helps their clients. #financialplanning #HNW #taxplanning #financialprofessionals

Discover the benefits of recommending a reversionary CLAT in wealth planning! Reversionary CLATs provide flexibility in wealth distribution, allowing beneficiaries access to assets sooner. Check out more insights here: https://okt.to/NieaCq

Let’s build something that lasts for generations. Take your financial plan a step further and reach out to Brentwood Financial Advisors for your legacy planning needs. https://bit.ly/3jh4kxw #BrentwoodFinancial #FinancialAdvisors #WealthAdvice #FinancialServices

We've had a lot of engagement with one of our recent posts on 'Ensuring Financial Energy for Business Success'. (https://lnkd.in/gACedsTd ) Does your business have the Financial Energy to succeed and prosper? Read about the basics of financial mastery here: https://lnkd.in/gphWmrhH

Want to learn more about private foundations? How it works and whether it’s right for you or your clients? Please join me and Gillian Howell next week for a complimentary webinar. Thank you to WealthManagement.com for inviting me for this “Ask The Expert” series. https://shorturl.at/g3FL4 #WealthManagement #CharitablePlanning #Philanthropy #PrivateFoundation

We've had a lot of engagement with one of our recent posts on 'Ensuring Financial Energy for Business Success'. (https://lnkd.in/gWPk-84D ) Does your business have the Financial Energy to succeed and prosper? Read about the basics of financial mastery here: https://lnkd.in/gQPqt6JY