Maximize Your Wealth Webinar

Thursday, May 11, 2023 | Noon PT

There are many ways to improve your tax profile, and packing up and moving to a new state might just be the best way for you. If you have ever considered moving to a more tax-friendly state to enhance your tax status or reduce your tax liabilities, this webinar is for you.

Speakers:
  • Roger S. Stinnett, CPA/PFS, CFP®, CIMA®, Managing Director of Wealth Planning
  • Daniel Fan, J.D., LL.M., CFP®, Senior Managing Director – Head of Wealth Planning
Topics:
  • Tax strategies
  • Moving out of state

Deposit and loan products offered by First Foundation Bank, Member FDIC and Equal Housing Lender.

Investment and Advisory Services provided by First Foundation Advisors, an SEC-Registered Investment Advisor. Trust Services and Insurance Services are offered through First Foundation Bank. First Foundation Insurance Services license number #0H38553.

Investment, Insurance, Digital Assets, and Advisory Products and Services:

ARE NOT FDIC INSURED
ARE NOT BANK GUARANTEED
MAY LOSE VALUE
ARE NOT A DEPOSIT
ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
First Foundation is not responsible for and has no control over the websites that have links here. Our Terms of Use linked at the bottom of this page state your agreement when you access such third party sites. Please contact us with any concerns or comments.

If you are using a screen reader and are having problems using this website, please call (888) 698-7442 for assistance.

© 2023 First Foundation. All rights reserved.