Innovative Solutions Incorporating Legal Strategies & Insurance - 26 August 2020

Both In-Person and Virtual Attendance Available
Limited and spaced seating
Standard Orange County mask and distancing rules will apply to all in person gatherings
Host group
Host Left
Event Type
Meeting/Seminar
Date
Venue

The Pacific Club
4110 MacArthur Boulevard, Newport Beach
California, CA 92660
United States

Speaker: Robert W. Larsen, The Rushmore Group

Bob began his career in the financial services industry in 1965 with the New York Life Insurance Company. In 1967 Bob entered the management ranks of the company and by 1975 had, as General Manager of his agency, led that agency to the top position company-wide. In 1981, Bob resigned from New York Life and formed the consulting company The Rushmore Group Inc. Based in Newport Beach, California, The Rushmore Group was organized to assist corporate owners and high-net-worth individuals protect their corporate assets and maximize the value of tax strategies using well-proven but not openly known techniques and strategies.

The Rushmore Group research team spends more than twenty-five percent of its time strategizing with men and women across the country with the brightest legal and accounting minds to analyze and understand how to use unique ideas to realize our clients’ dreams. As a result of the high-level professional relationships and membership in the London-based Society of Trust and Estate Practitioners, also known as T.E.P., the Rushmore Group team, led by Bob, displays a seasoned understanding of the needs of high-net-worth individuals and successful business owners and the strategies that can change the outcome of their life’s work. Bob places a special emphasis on the simplification of complex concepts as they relate to business, family and personal client goals.

Bob has authored and co-authored many publications, such as the article published in the prestigious “Journal of Taxation”, and is frequently asked to speak at national industry events and education seminars for accountants, lawyers and community business leaders. The Rushmore Group’s high-net-worth clientele reflects our level of expertise and respect and reads like “Who’s Who” in the business and professional communities.

 

Cost group
Event Cost
US Dollars
35.00
In-Person Attendance: Members
US Dollars
45.00
In-Person Attendance: Non-members
Virtual Attendance: No Charge
Schedule
In person attendance: 11:30am to 12:00pm - Business Networking - 12:00pm to 13:00pm - Presentation
CPD Points
CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.
1 hour MCLE • 1 hour CPE
Contact
Add to Calendar 2020-08-26 00:00:00 2020-08-26 00:00:00 Innovative Solutions Incorporating Legal Strategies & Insurance - 26 August 2020 Speaker: Robert W. Larsen, The Rushmore Group Bob began his career in the financial services industry in 1965 with the New York Life Insurance Company. In 1967 Bob entered the management ranks of the company and by 1975 had, as General Manager of his agency, led that agency to the top position company-wide. In 1981, Bob resigned from New York Life and formed the consulting company The Rushmore Group Inc. Based in Newport Beach, California, The Rushmore Group was organized to assist corporate owners and high-net-worth individuals protect their corporate assets and maximize the value of tax strategies using well-proven but not openly known techniques and strategies. The Rushmore Group research team spends more than twenty-five percent of its time strategizing with men and women across the country with the brightest legal and accounting minds to analyze and understand how to use unique ideas to realize our clients’ dreams. As a result of the high-level professional relationships and membership in the London-based Society of Trust and Estate Practitioners, also known as T.E.P., the Rushmore Group team, led by Bob, displays a seasoned understanding of the needs of high-net-worth individuals and successful business owners and the strategies that can change the outcome of their life’s work. Bob places a special emphasis on the simplification of complex concepts as they relate to business, family and personal client goals. Bob has authored and co-authored many publications, such as the article published in the prestigious “Journal of Taxation”, and is frequently asked to speak at national industry events and education seminars for accountants, lawyers and community business leaders. The Rushmore Group’s high-net-worth clientele reflects our level of expertise and respect and reads like “Who’s Who” in the business and professional communities.   The Pacific Club 4110 MacArthur Boulevard, Newport Beach California, CA 92660 United States Europe/London public