LEAVE A LEGACY: JOIN THE SUSI Q LEGACY SOCIETY
For High Net Worth Philanthropists
Many “high net worth individuals” benefit from complex, specialized estate planning strategies such as:
Some of these products can be designed to also benefit charities like Laguna Beach Seniors. To find out more about these options, consult a financial professional whose first fiduciary duty is to you. We also recommend the "It's Your Money/It's Your Estate" free workshops at the Susi Q twice a year. They have no commercial or for-profit sponsors; No speaker will receive your name, address or phone number; No financial or insurance product will be sold; No charity will solicit you for a donation. LEARN MORE |