Mon, Feb 26
|Beverly Hills
Strategic Wealth Confluence: A Private Dinner
Strategic Wealth Confluence is a private dinner sponsored by Nuri Katz of Apex Capital Partners Corp and co-sponsored by Brad Barros of Private Risk Partners for thought leaders, family offices, business managers, CPAs, tax advisors, and lawyers.
Time & Location
Feb 26, 2024, 6:00 PM – 8:00 PM PST
Beverly Hills, Beverly Hills, CA, USA
About the Event
We are delighted to extend a special invitation on behalf of Apex Capital Partners Corp and of Private Risk Partners for a Strategic Wealth Confluence private dinner on Monday, February 26, 2024, at 6 PM PST in Beverly Hills.
This OPULENCE special event is produced by LACG with your dinner hosts, Kathleen Tepley of Los Angeles Consulting Group and Heath Goldman of ICON Wealth & Legacy Partners.
The event is for those deeply engaged in wealth preservation, legacy, and risk management, covering financial and political landscapes. The guest list includes thought leaders, family offices, business managers, CPAs, tax advisors, and lawyers.
Strategic Wealth Confluence emphasizes the critical role of diversification across various asset classes. Our goal is to provide valuable insights and facilitate connections among attendees committed to securing financial legacies.