In addition to our monthly seminars, the Ainer & Fraker Professional Advisors' Network hosts a monthly "brown bag" Study Group, to discuss the estate planning, financial and tax issues involved in larger estates.

Weekly participation is limited to 20 advisors - to preserve the "classroom style" feel of the Study Group.

A case study will be presented on a family with an estate generally larger than $5 million - and advisors will take turns sharing how they might address that family's goals and objectives.

Emphasis is put on a collaborative atmosphere - reflecting the belief that to solve the issues facing affluent families requires input from advisors in various disciplines:  estate planning, insurance, investments, accountancy and tax, and even real estate.

Check back here for the details of our next Study Group meeting. 

Emails will be sent to all members of our Professional Advisors' Network.  Due to limited seating, early registration is recommended.