Practical Planning for Business Owners (part 2)

Date: Tuesday, November 1, 2016
Time: 7:30am - 9:00am
Location: Saddleback Memorial Hospital Boardroom
Speaker: Rick Fenelli and Thomas Welch

Practical Planning for Business Owners (part 2)

Rick is the founder of the Firm and focuses his practice in the field of Estate Planning, Estate Administration, and entity formation. He has practiced in Orange County for the past 40 years and has lectured extensively throughout Southern California as the keynote speaker to large corporations, State and County Conventions, life and underwriters’ conventions as well as to the general public. . He is the author of his book, The Financial Problem Solver, which details practical solutions to financial and estate planning concerns..

Thomas J. Welch is Of Counsel to the Fenelli Law Firm and is admitted to practice law in the states of California and Florida.  Tom is also admitted to practice before the Northern and Central Federal District Courts. Areas of practice include  Estate and Tax Planning, Trust Administration,  business and corporate matters, including forming business entities.

The Fenelli Law Firm located in Laguna Hills, CA serves clients with estate planning, special needs trusts, planning for children, asset protection, probate & trust administration, conservatorship / guardianships, business succession planning, & corporate entity formation needs throughout Los Angeles, San Diego, and Orange County CA.

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