Convergent Wealth Advisors Urges Wealthy Individuals to Consider Wealth Planning Strategies Before Year End

By Publisher on September 18, 2012   Networking, Picture Gallery  

LOS ANGELES, CA — (Marketwire) — 09/18/12 — recently hosted a roundtable discussion at the Peninsula Beverly Hills entitled "Lessons from the Edge: Five Common Mistakes in Family Estate Planning & How to Avoid Them." , Convergent-s founder & Chairman, and , the firm-s Director of Trust and Estate Planning, were joined by panelists from and . The event was attended by a high profile group of Los Angeles-based business managers, bankers and CPAs who service high net worth f