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Linda Klamm & Trent Tanzi Speaking on Morgan Stanley Webinar

Webinar
March 26 | 12:00 PM - 1:30 PM PST

Speakers will discuss:

  • Understanding the various resources available to support recovery, including personal assets (after-tax and retirement savings), government assistance, insurance, tax benefits, and loans.
  • Assessing the magnitude of your loss and developing a strategic recovery plan.
  • Rebalancing assets to meet immediate and long-term financial needs in a time of crisis.
  • Adjusting your financial plan and personal goals to align with new challenges.
  • Leveraging every available form of assistance to support your financial recovery.

Linda Klamm & Trent Tanzi: "​​After the Fire-Rebuilding Financial Resilience"

Register here
Linda Klamm
Linda Klamm
Partner
Walnut Creek, CA
Trent Tanzi
Trent Tanzi
Associate
Los Angeles, CA