How to Keep More AND Give More at the Same Time

Date: Tuesday, March 6, 2018
Time: 7:30am - 9:00am
Location: Saddleback Memorial Hospital Boardroom
Speaker: Ronald S. Latin

Strategic Generosity:
How to Keep More AND Give More at the Same Time

Would you like to give more while you keep more?  What if you could 1) support your most cherished causes, 2) improve your own financial position, and 3) decrease your tax burden … all at the same time? If you’re ready to accomplish all three goals, you need to be exposed to the special kind of brilliance Ron Latin will bring to the table at the March 6, 2018 SOCEPC meeting.

Ron’s breakthrough thinking has literally changed the future for his clients who have businesses, families and charities they want to see thrive.  Because of his unique expertise in tax law, financial planning and philanthropic strategy, he has helped put wealth into the right pockets while keeping it out of you-know-who’s pockets.

This dynamic session will focus on using strategic charitable tax planning to:

  • Reduce Taxes
  • Increase Cash Flow
  • Increase Giving
  • Increase Family Wealth

Ronald S. Latin is a recognized authority in helping business owners and families achieve their wealth management goals.  He has a national practice designing and implementing innovative strategies to redirect tax dollars to instead benefit the wealth holders, their families and the charitable organizations that share their values.  Ron is a Founding Principal of Liberty Capital Management, Inc. and a Registered Representative of Royal Alliance Associates, Inc, Member FINRA/SIPIC.  A Certified Financial Planner and Certified Kingdom Advisor, Ron also is a member of the National Association of Insurance and Financial Advisors, the Orange County chapter of Advisors in Philanthropy, and the Estate Planning Council-South Orange County.

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