A Wealth & Legacy Series^TM Seminar, bringing objective, unbiased and timely information to help business owners and individuals plan their professional and personal future.

• What can you expect regarding Income, Capital Gains, Estate, Gift and Alternative Minimum taxes in 2010 and beyond?
• Is it possible to increase your investment returns while lowering your portfolio risk?
• What are the ten keys to succeeding in today’s economy?

Our Presenters

• Robert Brome, CPA
• Certified Public Accountant and Shareholder
• Kafoury, Armstrong and Company

• R.J. Kelly, MSFS, ChFC, RIA
• Founder & President
• Wealth Legacy Family of Companies

• Pepe Charles
• Senior Executive Consultant
• Management Action Programs, Inc.

Moderator

• S. Craig Stone, II
• Attorney at Law
• Fox Rothchild, LLP

• Investing in turbulent times: increasing returns while lowering volatility
• Asset protection: Protecting your wealth from ‘in-laws, outlaws, creditors and predators’
• Handling turbulence in the family: Family Councils to resolve conflict and create vision

Moderator

• R.J. Kelly
• Founder and President
• Wealth Legacy Group

Speakers

• Chris A. Meacham, CPA
• President and Chief Executive Officer
• Cornerstone Wealth Management
• What, if anything, is the appropriate investment strategy during these turbulent times, including investment strategies that provide financial peace of mind, investment opportunities arising from the ashes of a burned out economy, and volatility is a good thing if used properly

• Nancy G. Henderson
• Partner
• Henderson, Caverly, Pum & Charney, LLP
• Asset Protection planning is not unethical and it is definitely not just for the very rich. For business owners planning with legal steps, not only protects your business from hazards, it protects you and your family, your partners and other co-owners, your employees, your vendors, and your customers.

• Barry Graff, Ph.D.
• Founder
• Family Business Systems
• Family-owned and closely held businesses face unique challenges with succession planning, organizational and leadership development, and communication and conflict resolution. Family councils and meetings educate members about the challenges, assist in resolving outstanding issues, and help families communicate effectively.

Spotlight on Legacy

• Mike Mellace
• CEO and Founder
• Mellace Family Brands, and the Mama Cares Foundation
• Few products have experienced the success that Mama Mellace's Old World Treats have seen over the past few years. They have grown from a small San Diego-based retail operation to providing wholesale distribution coast to coast. They have also been doing much in giving back to the less fortunate.

• 2009: is it a time to sit tight, or take action
• How will San Diego’s attractive climate and coastal setting affect long-term real estate values?
• How can applying the ‘Blue Ocean Strategy’ to your business enhance profitability in 2009?
• What does this all mean to me, my clients, my business, and my family?

Moderator

• Chris L. Meacham, CPA
• President anc Chief Executive Officer
• Cornerstone Wealth Management

Speakers

• Alan Nevin
• Director of Economic Research
• Marketpoint Realty Advisors
• Focus will be on the long range forecast for owning investment real estate in San Diego County. Does it still make sense? Can it still be profitable?

• Terry Moore, CCIM
• Principal
• ACI Commercial Real Estate
• The rules have changed - determining fair market value for investment real estate.

• Zunaira Munir, Ph.D
• Managing Director
• STRATEGIZE BLUE
• Why traditional competition-based strategies are not enough for sustainable, profitable growth today. And, the strategic logic that lets companies create uncontested marketspace and make competition irrelevant.