Creating a Generational Wealth Strategy

About the webinar:  

Ensure your hard-earned assets are protected and transferred according to your wishes. This essential session covers: 

• Estate planning fundamentals every court reporter should know 

• Trust strategies to protect your legacy 

• Business succession planning for your court reporting practice 

• Legacy planning beyond financial assets 

Learn how proper estate planning protects everything you’ve worked for while creating a lasting legacy. 

How to obtain CEU credit

• To obtain Continuing Education Unit (CEU) documentation for viewing this webinar, email kathy.dilorenzo@planetdepos.com. You will be required to answer two questions related to the content of the webinar. 

Brian Altounian

Brian Altounian is an entrepreneur, executive, and financial educator. His background includes business development, finance, operations and administration, and he has applied his skills to a variety of start-ups, Fortune 100 companies, and public and private organizations.  

He currently provides financial advice to individuals, families and companies, working in the areas of investments and insurance products and services through his Harbor Light Financial Strategies company and is the co-founder/co-host of a weekly podcast supporting the Special Needs community called Just Two Dads. 

Altounian holds an MBA from Pepperdine University and an undergraduate degree in psychology from UCLA. He currently sits on the Board of YIC Unity, an educational program preparing young adults with disabilities for positions in music and entertainment and he is a Board member of We Are Brave Together, a non-profit organization supporting mothers of special needs children. He is a frequent speaker and presenter and truly loves his work in spreading financial education and literacy around the country. He is a loving father of three and resides in Los Angeles, CA.